Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee T Vanleuvan is a financial professional with over 30 years of experience in the financial services industry. Lee is a Certified Financial Planner and is currently registered as an Investment Advisor Representative with Homrich Berg. Lee's current registration allows Lee to offer investment advisory services to clients in Georgia and Texas. Before joining Homrich Berg, Lee worked at First Allied Securities, Inc., Ogilvie Security Advisors Corporation, and Home Life Insurance Company. Lee has a deep understanding of the financial markets and can provide clients with personalized advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
11/05/2021 - Present
Homrich Berg (ATLANTA GA)
GA
10/24/2012 - 04/17/2013
FIRST ALLIED SECURITIES, INC. (ATLANTA GA)
GA
12/07/1982 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (ATLANTA GA)
NA
08/30/1982 - 05/23/1990
HOME LIFE INSURANCE COMPANY
IA
Issued 04/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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