Lee
Brown

Packerland Brokerage Services, Inc

CRD#2314532
Investment Advisor
in Prescott, AZ

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About this Advisor

Lee Brown is a financial advisor based in Prescott, Arizona, working with Packerland Brokerage Services, Inc. Lee has previously held positions at First Financial Equity Corporation and Packerland Brokerage Services. Lee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Lee is part of Packerland Brokerage Services, Inc, which operates out of Prescott, Arizona. The firm has 133 offices and 290 employees. The firm manages assets totaling $854.2 million 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Packerland Brokerage Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Prescott, AZ

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$854,243,663

AZ Average: $2,826,565,184
Total Number of Employees

290

AZ Average: 43
Total Number of Accounts

4,831

AZ Average: 1,898
Average Account Size

$176,825

AZ Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Lee Brown Work History

2020 - Present (5 years)

Packerland Brokerage Services

2010 - 2020 (10 years)

First Financial Equity Corporation

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Disclosures

Please visit the SEC profile of Lee Brown 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 Packerland Brokerage Services, Inc

Kyle Kurscheidt
Kiel, WI
Mick Scheuer
Kewaunee, WI
James Ison
Wausau, WI
Matthew Garot
Green Bay, WI
Quinton Cretton Presnell
Green Bay, WI
Jerry Bien
Irvine, CA
Yannshyr Puu
Green Bay, WI
Johnnie Brooks
Canton, GA

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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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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