AL
AL

Alexander Lee

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

17852 East 17th Street Suite 201, Tustin, CA, 92780

Get directions

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.

Learn about disclosures →
Other Business Activities

Alexander is a Managing Partner at L2 Financial, Inc., where he executes business strategies, manages financials, and oversees associates. He has 50% ownership and dedicates about a quarter of his time to this role.

Employment History
Current Registrations
Valmark Advisers, INC.
June 2017 - Present · 8 yrs 8 mos
Valmark Securities, INC.Broker
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
NFP Securities, INC.Broker
September 2008 - July 2010 · 1 yr 10 mos
State Registrations22 states
AZCAFLIDILMAMIMNNCNENHNMNVOHORPATNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.