Franklyn Lee is a registered investment advisor at Glenview Financial Group LLC, based in Glenview, IL, with 23 years of industry experience. Franklyn 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
2700 Patriot Blvd., Suite 400, Glenview, IL, 60026
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Franklyn is a partner at Weiss & Company LLP, a public accounting firm, since 1974. He is responsible for the firm's tax department and dedicates full-time hours to this role.
Employment History
Current Registrations
Glenview Financial Group LLC
Previous Registrations
Bear, Stearns & CO. INC.
Oppenheimer Asset Management INC.
Fahnestock Asset Management
Cibc World Markets CORP.
State Registrations1 state
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.