William Lee
William Lee is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Decatur, GA, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Decatur, GA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William receives non-variable insurance trails. This activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
The Baker Group, LPBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Securian Financial Services, INC.Broker
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.