Krystal
Lee

Allen Capital Management, LLC

CRD#7222842
Investment Advisor
in Vancouver, WA

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About this Advisor

Krystal Lee is a certified financial planner working out of Vancouver, Washington with 3 years of industry experience. Lee is an employee of Allen Capital Management, LLC. During their career, Lee has held roles at Allen Capital Management, Umpqua Bank and Bok Financial. Lee can operate in Oregon and Washington. Allen Capital Management, LLC is a registered investment business based in Vancouver, WA. It controls $158 million in assets across its 177 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 177 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Allen Capital Management, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on which services the firm provides the client. Fees billed by Allen Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

701 Columbia St, Ste 104
Vancouver, WA 98660

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Allen Capital Management, LLC Brokerage Details

Total Assets Under Management

$157,746,622

WA Average: $3,566,627,242
Total Number of Employees

9

WA Average: 46
Total Number of Accounts

177

WA Average: 1,499
Average Account Size

$891,224

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Krystal Lee Work History

Krystal has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Allen Capital Management

2014 - 2020 (6 years)

Umpqua Bank

2010 - 2013 (3 years)

Bok Financial

*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 Krystal 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 Allen Capital Management, LLC

Krystal Lee
Vancouver, WA
Clinton Mcgarvin
Vancouver, WA
Stuart Allen
Vancouver, WA

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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