Andrew
Lee
Wedbush Securities Inc
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About this Advisor
Andrew Lee is a financial advisor who works out of Los Angeles, California who has 4 years of relevant experience. Lee is an employee of Wedbush Securities Inc. Over the course of their career, Lee has held roles at Bank Of America, N.A, Wedbush Securities Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Lee has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Arizona, Arkansas, California, Delaware, Florida, Hawaii, Maryland, Nevada, Oregon, South Carolina, Texas, Utah and Washington. Wedbush Securities Inc is an advisory company that has its headquarters in Los Angeles, CA. It has offices in 58 locations and a total of 920 advisors. It administers $4 billion in total assets across its 8,553 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 8,553 client accounts, just 14% are held by high-net-worth clients who have more than $1 million in investable assets. Wedbush Securities Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Wedbush Securities Inc most likely are comprised of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedbush Securities Inc Brokerage Details
$3,857,311,726
920
8,553
$450,989
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Lee Work History
Andrew has been registered as a financial advisor for 4 years.*
Wedbush Securities Inc
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Andrew 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 Wedbush Securities Inc
Dallas, TX
Los Angeles, CA
Los Angeles, CA
Jersey City, NJ
Sacramento, CA
Los Angeles, CA
Newport Beach, CA
Los Angeles, CA
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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