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Robert Tison Lee

Independent Financial Group, LLC

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About Robert Tison Lee

Robert Tison Lee is an investment advisor representative, registered with Independent Financial Group, LLC. Robert has been in the securities industry since June 3, 2003. Robert has previously worked at KOVACK SECURITIES INC., BROOKSTONE SECURITIES, INC. and SIGNATOR INVESTORS, INC. Robert has a Series 6 and SIE license. Robert is currently registered in Florida, Louisiana, Maryland, and Ohio.

Firm Information

Robert Lee is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Robert Lee’s Registration & Firm History

FL

11/05/2015 - Present

Independent Financial Group, LLC (St. Pete FL)

FL

07/03/2012 - 11/05/2015

KOVACK SECURITIES INC. (Clearwater FL)

FL

11/17/2010 - 06/22/2012

BROOKSTONE SECURITIES, INC. (LAKELAND FL)

FL

01/08/2003 - 07/02/2010

SIGNATOR INVESTORS, INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Tison Lee. Review regulatory record here.
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