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Matthew Clark Lee

Riversource Distributors, Inc.

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About Matthew Clark Lee

Matthew Clark Lee has been in the financial services industry since July 23, 2006. Currently, Matthew is registered with Riversource Distributors, Inc. and is located in Minneapolis, Minnesota. Matthew has experience working with ING Financial Partners, Inc. and The Leaders Group, Inc. among other firms.

Firm Information

Matthew Lee is currently registered with Riversource Distributors, Inc.. Riversource Distributors, Inc. is a corporation formed on December 9, 2005, and is registered to operate in all 50 states, as well as Puerto Rico and the District of Columbia. The firm has been approved by the SEC and has been subject to two regulatory events and one arbitration claim.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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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Matthew Lee’s Registration & Firm History

MN

08/19/2016 - Present

Riversource Distributors, Inc. (Minneapolis MN)

MN

06/13/2016 - 08/24/2016

QUESTAR CAPITAL CORPORATION (BUFFALO MN)

CO

01/02/2014 - 06/13/2014

THE LEADERS GROUP, INC. (LITTLETON CO)

MN

04/26/2012 - 12/31/2013

ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)

MN

04/19/2007 - 05/03/2010

ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)

PA

01/01/2005 - 06/06/2006

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

IA

06/13/2002 - 12/31/2002

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NE

11/03/2000 - 01/11/2002

SECURITIES AMERICA, INC. (LAVISTA NE)

NY

08/22/2000 - 11/02/2000

LIFEMARK SECURITIES CORP. (ROCHESTER NY)

CT

03/07/2000 - 09/21/2000

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MN

12/14/1998 - 11/01/1999

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Clark Lee.
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