Bryan
Lee

Total Investment Management, Inc

CRD#4779819
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Bryan Lee is a financial advisor who works out of Scottsdale, Arizona with a total of 17 years of relevant experience. Lee is currently employed by Total Investment Management, Inc. Their career trajectory has included roles at Total Investment Management and Resq Investment Partners, LLC. Lee maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Arizona. Total Investment Management, Inc is a business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in two locations and a total of 10 advisors. It administers $1 billion in assets across its 2,542 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,542 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial management fees usually depend on the financial services offered. However, fees charged by Total Investment Management, Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

9383 East Bahia Drive Suite 120
Scottsdale, AZ 85260

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Total Investment Management, Inc Brokerage Details

Total Assets Under Management

$1,236,051,813

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

2,542

AZ Average: 1,370
Average Account Size

$486,252

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Bryan Lee Work History

Bryan has been registered as a financial advisor for 17 years.*

2014 - Present (10 years)

Resq Investment Partners, LLC

2005 - Present (19 years)

Total Investment Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Total Investment Management, Inc

Nicholas Parisi
Scottsdale, AZ
John Greer
Scottsdale, AZ
Bryan Lee
Scottsdale, AZ
Todd Foster
Scottsdale, AZ
Philip Lowe
Scottsdale, AZ
James Hughes
Scottsdale, AZ
Patrick Brock
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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