Malik
Lee

Felton & Peel Wealth Management, Inc

CRD#5443462
Investment Advisor
in Atlanta, GA

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About this Advisor

Malik Lee is a certified financial planner based out of Atlanta, Georgia, with a total of 5 years of relevant experience. Lee is an employee of Felton & Peel Wealth Management, Inc. Throughout their career, Lee has worked at Securities America, Inc, Securities America Advisors, The Henssler Financial Group, Alps Distributors, Inc and Felton & Peel Wealth Management, Inc. Lee maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and New York. Felton & Peel Wealth Management, Inc is an advisory company operating in Atlanta, Georgia.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Office Location

2 Ballpark Center 800 Battery Avenue Se, Suite 100
Atlanta, GA 30339

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Malik Lee Work History

Malik has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Felton & Peel Wealth Management, Inc

2013 - 2018 (5 years)

The Henssler Financial Group

2013 - 2018 (5 years)

Alps Distributors, Inc

2011 - 2013 (2 years)

Securities America, Inc

2011 - 2013 (2 years)

Securities America Advisors

2011 - 2013 (2 years)

Felton & Peel Wealth Management, 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 Malik Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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