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Brent Wayne Lee

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

125 Main Street, Suite 250, Williston, ND, 58801

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Brent is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours. He is also a co-owner of Truwealth Financial, providing financial services and planning, and an investment advisor representative with Concorde Asset Management, LLC, also full-time. Brent is also an insurance agent with Concorde Insurance Agency, a member of Bakken Capital Advisors, LLC, and owner of Meadowlark Enterprises.

Employment History
Current Registrations
Concorde Asset Management, LLC
July 2016 - Present · 9 yrs 7 mos
Concorde Investment Services, LLCBroker
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Lebenthal Wealth Advisors, LLC
November 2014 - July 2016 · 1 yr 8 mos
Lebenthal & CO., LLCBroker
October 2014 - July 2016 · 1 yr 9 mos
Voya Financial Advisors, INC.
May 2013 - October 2014 · 1 yr 5 mos
Voya Financial Advisors, INC.Broker
July 2011 - October 2014 · 3 yrs 3 mos
Cri Securities, LLCBroker
November 2007 - June 2011 · 3 yrs 7 mos
Securian Financial Services, INC.Broker
November 2007 - June 2011 · 3 yrs 7 mos
State Registrations19 states
AKAZCACOFLIDKSMDMEMNMTNCNDNYSCSDTXVTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brent Wayne Lee - Financial Advisor | TrueAdvisor