Gregory
Lee
Flexible Plan Investments LTD
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About this Advisor
Gregory Lee is a financial advisor based in Bloomfield Hills, Michigan, working with Flexible Plan Investments LTD. Gregory has previously held positions at Fidelity Brokerage Services LLC, Pnc Investments, Jd Mellberg, Pnc Bank, Pnc Investments LLC, Pennymac Financial Services, Inc, and Ceros Financial Services. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Michigan, and Nevada. Currently, Gregory is part of Flexible Plan Investments LTD, which operates out of Bloomfield Hills, Michigan. The firm has 84 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and publication of newsletters. The fee structure at Flexible Plan Investments LTD includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flexible Plan Investments LTD Brokerage Details
$1,420,533,938
84
13,703
$103,666
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Gregory Lee Work History
Ceros Financial Services
Pnc Investments LLC
Pennymac Financial Services, Inc
Pnc Investments
Pnc Bank
Jd Mellberg
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Gregory 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 Flexible Plan Investments LTD
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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