Kory
Lee
Truist Advisory Services, Inc
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About this Advisor
Kory Lee is a certified financial planner operating out of Sarasota, Florida, who has 2 years of relevant experience. Lee is an advisor for Truist Advisory Services, Inc. Over the course of their career, Lee has held roles at Purshe Kaplan Sterling Investments, Ha&W Wealth Management, LLC, Morgan Stanley, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Fidelity Bank, Joshua Cabinetry LLC, Personal Capital Advisors Corporation, Truist Investment Services, Inc and Truist Advisoryservices, Inc. Lee maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and can serve investors in Florida. Truist Advisory Services, Inc is an advisory firm based out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It has $53 billion in assets between its 125,600 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 125,600 accounts, just 12% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial management vary depending on which services are offered. Fee types charged by Truist Advisory Services, Inc most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Kory Lee Work History
Kory has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisoryservices, Inc
Personal Capital Advisors Corporation
Fidelity Bank
Joshua Cabinetry LLC
Morgan Stanley
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Purshe Kaplan Sterling Investments
Ha&W Wealth Management, LLC
*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 Kory 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 Truist Advisory Services, Inc
Mc Lean, VA
Richmond, VA
Durham, NC
Rising Sun, MD
Atlanta, GA
Richmond, VA
Atlanta, GA
Cumming, GA
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.