Lee
Brinson

Fintrust Capital Advisors, LLC

CRD#4717971
Investment Advisor
in Athens, GA

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About this Advisor

Lee Brinson is a financial advisor based in Athens, Georgia, working with Fintrust Capital Advisors, LLC. Lee has previously held positions at Fintrust Capital Advisors, LLC, Silver Oak Securities, Inc, Fintrust Capital Partners, LLC, United Community Insurance, Inc, The Classic Center Authority, Fmu, Inc, and Fintrust Brokerage Services, LLC. Lee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Lee is part of Fintrust Capital Advisors, LLC, which operates out of Athens, Georgia. The firm has 2 offices and 35 employees. The firm manages assets totaling $1.7 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, publication of newsletters, and educational seminars. The fee structure at Fintrust Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1550 Timothy Road Suite 102
Athens, GA 30606

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Fintrust Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,743,952,383

GA Average: $646,059,043
Total Number of Employees

35

GA Average: 13
Total Number of Accounts

1,968

GA Average: 661
Average Account Size

$886,155

GA Average: $977,396

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lee Brinson Work History

2018 - Present (6 years)

Fintrust Capital Partners, LLC

2018 - Present (6 years)

Fintrust Brokerage Services, LLC

2014 - Present (10 years)

The Classic Center Authority

2011 - Present (13 years)

Fintrust Capital Advisors, LLC

2011 - Present (13 years)

United Community Insurance, Inc

2016 - 2021 (5 years)

Fmu, Inc

2011 - 2017 (6 years)

Silver Oak Securities, Inc

Disclosures

Please visit the SEC profile of Lee Brinson 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 Fintrust Capital Advisors, LLC

Holland Church
Greenville, SC
Bethany Thompson
Greenville, SC
William Kibler
Greenville, SC
Cody Mann
Greenville, SC
Spencer Cole
Greenville, SC
Brittany Bynum
Greenville, SC
David Lewis
Greenville, SC
Thomas Sheridan
Athens, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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