James
Lee
Stirlingshire Investments
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About this Advisor
James Lee is a financial advisor based in New York, New York, working with Stirlingshire Investments. James has previously held positions at Skyworks Solutions, Ljr Financial & Insurance Services, Transamerica Financial Advisors, Inc, World Financial Group, Inc, H.D. Vest Advisory Services, H.D. Vest Investment Securities, James Lee - Residential Rental, Lj Reed Tax And Financial Planning Services, Stirlingshire Bd LLC, and Stirlingshire Ria LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and New York. Currently, James is part of Stirlingshire Investments, which operates out of New York, New York. The firm has 11 employees and manages assets totaling $37.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Stirlingshire Investments includes asset-based and fixed fees.
Certifications and Registrations
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Stirlingshire Investments Brokerage Details
$36,957,914
11
97
$381,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Lee Work History
Stirlingshire Bd LLC
Stirlingshire Ria LLC
World Financial Group, Inc
Ljr Financial & Insurance Services
James Lee - Residential Rental
Lj Reed Tax And Financial Planning Services
Transamerica Financial Advisors, Inc
H.D. Vest Investment Securities
H.D. Vest Advisory Services
Skyworks Solutions
Skyworks Solutions
Skyworks Solutions
Disclosures
Please visit the SEC profile of James 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 Stirlingshire Investments
New York, NY
New York, NY
The Woodlands, TX
New York, NY
Houston, TX
New York, NY
Wooster, OH
New York, NY
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