Patrick
Lee

Allstate Financial Advisors, LLC

CRD#2003189
Investment Advisor
in Clarkston, MI

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About this Advisor

Patrick Lee is a financial advisor based in Clarkston, Michigan, working with Allstate Financial Advisors, LLC. Patrick has previously held a position at Allstate Insurance Co. Patrick has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Patrick is part of Allstate Financial Advisors, LLC, which operates out of Clarkston, Michigan. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

6684 Dixie Hwy , Ste D
Clarkston, MI 48346-2985

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

MI Average: $1,978,216,465
Total Number of Employees

350

MI Average: 226
Total Number of Accounts

189

MI Average: 7,467
Average Account Size

$328,756

MI Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Patrick Lee Work History

2007 - Present (18 years)

Allstate Insurance Co

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick 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 Allstate Financial Advisors, LLC

Shannon Smith
Lincoln, NE
Michael Khoury
Long Beach, CA
Connor Vanderbrug
Elmhurst, IL
Joseph Volpi
Nashville, TN
Thomas Birks
Bloomfield, NJ
Derrick Kelly
Algonquin, IL
Travis Work
Omaha, NE
Donald Jankowski
Venice, FL

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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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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