Lee
Brinson
Fintrust Capital Advisors, LLC
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About this Advisor
Lee Brinson is a financial advisor operating out of Greenville, South Carolina with 12 years of industry experience. Brinson is currently employed by Fintrust Capital Advisors, LLC. During their career, Brinson has held roles at Fintrust Capital Advisors, LLC, Silver Oak Securities, Inc, Fintrust Capital Partners, LLC, Fintrust Insurance And Benefits, Inc, The Classic Center Authority, Fmu, Inc and Fintrust Brokerage Services, LLC. Brinson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Georgia. Fintrust Capital Advisors, LLC is a financial advisory company based out of Greenville, SC. The firm has offices in three locations and a total of 44 financial advisors. It oversees $2 billion in assets under management across its 2,083 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 14 charities and foundations. Of its 2,083 client accounts, 25% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Fintrust Capital Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fintrust Capital Advisors, LLC Brokerage Details
$1,724,645,328
44
2,083
$827,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lee Brinson Work History
Lee has been registered as a financial advisor for 12 years.*
Fintrust Capital Partners, LLC
Fintrust Brokerage Services, LLC
The Classic Center Authority
Fintrust Capital Advisors, LLC
Fintrust Insurance And Benefits, Inc
Fmu, Inc
Silver Oak Securities, 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 Lee Brinson 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 Fintrust Capital Advisors, LLC
Greenville, SC
Greenville, SC
Athens, GA
Greenville, SC
Alpharetta, GA
Greenville, SC
Macon, GA
Greenville, SC
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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