The firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services.įees charged by financial advisors typically vary depending on which services the firm provides the client. Of its 47,217 client accounts, 21% belong to high-net-worth investors who have more than $1 million in assets. It handles $14 billion in total assets among its 47,217 client accounts, placing it among the biggest firms in the nation by assets under management. The firm has offices in 34 locations and a total of 355 advisors. Wealth Enhancement Advisory Services, LLC is a registered investment company based in Minneapolis, Minnesota.
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Lee holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia. Throughout their career, Lee has worked at Nissan Mall Of Ga, Mazda Mall Of Ga, Oxygen Financial, Investacorp Inc, Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Joyn Advisors, Inc, Securian Financial Services, Inc, Securian Financial Services Inc, Minnesota Life Insurance Co, Joyn Advisors Inc, Joyn Atlanta, Inc, Wealth Enhancement Group and Wealth Enhancement Advisory Services.
Lee is on the advisory team at Wealth Enhancement Advisory Services, LLC. Whitney Lee is a financial advisor operating out of Minneapolis, Minnesota, who has 13 years of work experience.
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