Lee Spivey
Lee Spivey is a CFP-designated registered investment advisor at Wealth Management Partners, LLC, based in Manchester Center, VT, with 26 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3868 Main Street, Manchester Center, VT, 05255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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The provided text only contains the name of a law firm, Spivey Lemonik Swenor PC. There is no information about Lee's other business activities or insurance sales.
Employment History
Current Registrations
Wealth Management Partners, LLC
Previous Registrations
Bear, Stearns & CO. INC.
Oppenheimer Asset Management INC.
Fahnestock Asset Management
Cibc World Markets CORP.
State Registrations2 states
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