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Lee Hinson

Raymond James Financial Services Advisors, INC
44 Years of Experience
Costa Mesa, CA
1 DisclosureBroker
View SEC Summary
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Lee Hinson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Costa Mesa, CA, with 44 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Costa Mesa, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lee is an independent contractor for Elevon Wealth Management, overseeing accounts as a part-time consultant, and the owner of Hinson Financial Group, Inc., a support company. Both activities take about 10-20% of Lee's time and are not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
October 2004 - Present · 22 yrs
Raymond James Financial Services, INC.Broker
October 2004 - Present · 22 yrs
Previous Registrations
Raymond James Financial Services
November 2004 - January 2009 · 4 yrs 2 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
February 2000 - July 2003 · 3 yrs 5 mos
Prudential Securities IncorporatedBroker
January 2000 - July 2003 · 3 yrs 6 mos
Painewebber IncorporatedBroker
April 1990 - January 2000 · 9 yrs 9 mos
Painewebber IncorporatedBroker
October 1980 - January 1989 · 8 yrs 3 mos
State Registrations12 states
AZCACOIDMDNYOHORTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Lee Hinson - Financial Advisor | TrueAdvisor