Andrew
Lee
Kestra Advisory Services, LLC
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About this Advisor
Andrew Lee is a financial advisor based in Anacortes, Washington, working with Kestra Advisory Services, LLC. Andrew has previously held positions at Cuna Brokerage Services, Inc, Alaska Usa Fcu, Milliman, Inc, Samena Swim And Recreation Club, Coldwell Banker Bain, Lpl Financial LLC, Mckay Wealth Management, Pacific Rim Financial Group, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, Woodstay, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Barrett Financial, LTD. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Andrew is part of Kestra Advisory Services, LLC, which operates out of Anacortes, Washington. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Lee Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Barrett Financial, LTD
Woodstay
Coldwell Banker Bain
Cetera Investment Advisers LLC
Lpl Financial LLC
Mckay Wealth Management
Pacific Rim Financial Group
Cetera Advisor Networks LLC
Cuna Brokerage Services, Inc
Alaska Usa Fcu
Milliman, Inc
Samena Swim And Recreation Club
Disclosures
Please visit the SEC profile of Andrew 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 Kestra Advisory Services, LLC
Mckinney, TX
Greenville, SC
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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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