Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joshua Lee is a financial advisor with over 10 years of experience in the industry. William is registered with LPL Enterprise, LLC and holds Series 7, 24, 52TO, 53, and 66 licenses. William has a strong background in financial planning, portfolio management, and consulting services. William is also a Registered Investment Advisor and provides financial advice to individuals, businesses, and trusts. William is committed to providing his clients with personalized service and comprehensive financial planning solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
09/23/2024 - Present
LPL Enterprise, LLC (Decatur GA)
GA
03/21/2023 - 11/29/2023
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
09/09/2015 - 03/13/2023
THE BAKER GROUP, LP (Atlanta GA)
GA
05/13/2014 - 08/31/2015
SIGNATOR INVESTORS, INC. (ATLANTA GA)
GA
09/16/2013 - 04/29/2014
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
BOTH
Issued 07/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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