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Lee Wright Hollingsworth

American Wealth Management, Inc.

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About Lee Wright Hollingsworth

Lee Hollingsworth is an experienced financial advisor with over 20 years of experience in the industry. Lee is registered with American Wealth Management, Inc. and Hollingsworth, LEE W. Lee has a strong background in providing financial advice and guidance to individual investors. Lee holds Series 7, Series 31, and Series 66 securities licenses, and is also a Registered Representative in Alabama, California, Florida, Georgia, and North Carolina. Lee offers a variety of services to clients, including portfolio management, financial planning, and selection of other advisors. Lee also provides non-securities insurance services and business consulting. Lee is committed to providing clients with personalized financial guidance to help them achieve their financial goals.

Firm Information

Lee Hollingsworth is currently registered with American Wealth Management, Inc.. American Wealth Management, Inc. is a corporation formed in November 1989 and based in Alpharetta, Georgia. They provide investment advisory services to individuals and other investment advisors. The firm manages over $217 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth individuals. They are registered with the SEC and in 36 states.
American Wealth Management, Inc.

3480 PRESTON RIDGE ROAD

ALPHARETTA, GA 30005

$217.52M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lee Hollingsworth’s Registration & Firm History

GA

06/09/2005 - Present

American Wealth Management, Inc. (Alpharetta GA)

FL

05/12/2004 - 06/09/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

10/05/2001 - 04/29/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Wright Hollingsworth.
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