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Michael Chun Lee

Farther

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About Michael Chun Lee

Michael Chun Lee is an Investment Advisor Representative with Farther based in SAN FRANCISCO, CA. Michael holds the Series 7, Series 66, and SIE licenses. Michael has a wide range of experience in the financial services industry, including working as a financial advisor for FSC Securities Corporation, a firm with a broad range of financial products and services. Michael is also a licensed insurance agent and has experience in working with a variety of clients, including individuals, businesses, and insurance companies. Michael is dedicated to providing clients with personalized financial planning services that meet their unique needs.

Firm Information

Michael Lee is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Lee’s Registration & Firm History

CA

09/12/2022 - Present

Farther (SAN FRANCISCO CA)

CA

04/16/2014 - 09/14/2022

FSC SECURITIES CORPORATION (SAN LEANDRO CA)

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Licenses & Designations

BOTH

Issued 02/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Chun Lee.
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