BL
BL

Brian Albert Lee

20 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

South Elgin, IL

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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

Brian works as a full-time sales agent for Western & Southern Life in Rosemont, IL. He also owns rental property, but spends minimal time on it as a passive owner.

Employment History
Current Registrations
First Advisors National, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
W&s Brokerage Services, INC.
March 2020 - January 2022 · 1 yr 10 mos
W&s Brokerage Services, INC.Broker
July 2018 - January 2022 · 3 yrs 6 mos
First Advisors National, LLC
January 2018 - July 2018 · 6 mos
Prudential Financial Planning Services
January 2017 - January 2017 · 0 mos
Pruco Securities, LLC.Broker
January 2016 - January 2017 · 1 yr
Country Capital Management CompanyBroker
May 2004 - February 2016 · 11 yrs 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.