Preston
Lee
Wealth Management Cpas, LLC
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About this Advisor
Preston Lee is a financial advisor based in Salt Lake City, Utah, working with Wealth Management Cpas, LLC. Preston has previously held positions at E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Wealth Management Cpas, LLC, Amerivest Investment Management, LLC, and Td Ameritrade, Inc. Preston has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Preston is part of Wealth Management Cpas, LLC, which operates out of Salt Lake City, Utah. The firm has 1 office and 11 employees. The firm manages assets totaling $156.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wealth Management Cpas, LLC includes asset-based and hourly fees.
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Office Location
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Wealth Management Cpas, LLC Brokerage Details
$156,803,429
11
593
$264,424
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Preston Lee Work History
Wealth Management Cpas, LLC
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Amerivest Investment Management, LLC
Td Ameritrade, Inc
Disclosures
Please visit the SEC profile of Preston 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 Wealth Management Cpas, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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