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Zachary F Lee

Stonex Advisors Inc.

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About Zachary F Lee

Zachary F. Lee is an investment advisor representative associated with stonex advisors inc. in BIRMINGHAM, Alabama. Zachary has been in the industry since 2022. Zachary holds the following licenses and certifications: Series 63, Series 65, Series 7TO, and SIE. Zachary is registered to provide investment advice in 39 states. Zachary specializes in financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Zachary Lee is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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financial consulting services

Financial consulting services

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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Zachary Lee’s Registration & Firm History

AL

09/12/2022 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 06/14/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary F Lee.
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