Lee Hooks
Lee Hooks is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lewisburg, TN, with 21 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
111 1st Ave S, Lewisburg, TN, 37091-3300
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lee owns commercial real estate since November 2024. Lee is also a co-owner of Highland Wealth Management, managing the Ameriprise business, dedicating about a quarter of his time to this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
Hwm LLC
LPL Financial LLC
LPL Financial LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations31 states
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