Alexander
Lee
Valmark Advisers, Inc
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About this Advisor
Alexander Lee is a financial advisor based in Tustin, California, working with Valmark Advisers, Inc. Alexander has previously held positions at The O'Neill Company, Inc, Valmark Securities, Inc, and Valmark Advisers, Inc. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Florida, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington. Currently, Alexander is part of Valmark Advisers, Inc, which operates out of Tustin, California. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Valmark Advisers, Inc
Valmark Securities, Inc
The O'Neill Company, Inc
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.
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