Ek Riley Investments, LLC
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About this Advisor
Lee Handley is a financial advisor who lives in Seattle, Washington. Currently an investment advisor with Ek Riley Investments, LLC, they have accrued 13 years of experience in the financial advisory industry. Handley has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Handley is registered to work with investors based out of Alabama, Oregon, Arizona, California, Colorado, Georgia, Washington, Idaho and Maryland. Handley has worked their career at Ek Riley Investments, LLC. Ek Riley Investments, LLC is based out of Seattle, Washington, and has 16 additional brick-and-mortar locations in the country. As a company, Ek Riley Investments, LLC manages $553 million in assets throughout 1,555 client accounts and employs more than 60 people. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the nation. The firm manages 1,312 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ek Riley Investments, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ek Riley Investments, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lee Handley Work History
Lee has 13 years of experience.
Ek Riley Investments, LLC
Lee Handley has no disclosures.
Please visit their SEC profile for more details.