LG
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Lee Gentry
32 Years of Experience
Knoxville, TN
1 DisclosureBroker
Lee Gentry is a registered investment advisor at Raymond James & Associates, INC., based in Knoxville, TN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
11400 Parkside Drive, Suite 200, Knoxville, TN, 37934
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Closed-No Action
Other Business Activities
Lee is the owner/proprietor/partner of Pure LLC, a salon. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2007 - February 2013 · 6 yrs
Morgan Keegan & Company, INC.
February 2007 - February 2013 · 6 yrs
Amsouth Investment Management Company LLC
July 2003 - February 2007 · 3 yrs 7 mos
Amsouth Investment Services, INC.
February 2003 - July 2003 · 5 mos
Amsouth Investment Services, INC.Broker
February 2000 - February 2007 · 7 yrs
Invest Financial CorporationBroker
February 1997 - February 2000 · 3 yrs
Ameristar Capital Markets, INC.Broker
October 1996 - February 1997 · 4 mos
Smith Barney INC.Broker
July 1993 - November 1996 · 3 yrs 4 mos
Lehman Brothers INC.Broker
June 1993 - July 1993 · 1 mo
State Registrations13 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.