Kory Lee is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Sarasota, FL, with 14 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1777 Main Street, 7th Floor - Md, Sarasota, FL, 34236
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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.
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Kory owns residential rental property in Atlanta and spends minimal time managing it. Kory is also a board member for ASOLO Repertory Theatre, dedicating minimal time to attending meetings, providing feedback, and advocating for the theatre.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Personal Capital Advisors Corporation
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Ha&w Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations29 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.