Alexander
Lee
Valmark Advisers, Inc
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About this Advisor
Alexander Lee is a financial advisor based in Tustin, California, with a total of 6 years of industry experience. Lee works at Valmark Advisers, Inc. Over the course of their career, Lee has held roles at The O'Neill Company, Inc, Valmark Securities, Inc and Valmark Advisers, Inc. Lee maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Florida, Idaho, Illinois, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia and Washington. Valmark Advisers, Inc is a registered investment firm headquartered in Akron, OH. The company has offices in 156 locations and a total of 260 financial advisors. It administers $6 billion in assets under management among its 16,044 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 19 charitable organizations. Of its 16,044 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. Valmark Advisers, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice are based on which services the firm provides the client. Fee types charged by Valmark Advisers, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alexander Lee Work History
Alexander has been registered as a financial advisor for 6 years.*
Valmark Advisers, Inc
Valmark Securities, Inc
The O'Neill Company, Inc
*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 Alexander 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 Valmark Advisers, Inc
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Boston, MA
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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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