Samuel Lee
Samuel Lee is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Cartersville, GA, with 36 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
111 Leake Street, Cartersville, GA, 30120
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Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Samuel owns rental property (Black Bear Lodge) and an office building (Leake Street, LLC). He also serves as the executor of his brother's and his wife's wills and is a writing agent for brokered fixed annuity products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Peachtree Planning Advisors, INC.
Guardian Investor Services CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.