BL
CFP
BL
CFP
Benedict Lee is a CFP-designated registered investment advisor, based in Austin, TX, with 11 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
Regulatory History (4)
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Financial
January 2020Final
Financial
December 2019Final
Financial
May 2019Final
Financial
January 2019Final
Other Business ActivitiesSells Insurance
Benedict manages client assets and explores annuity and life insurance options through Victory Financial Group. He also provides insurance advice, dedicating about a quarter of his time to each activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2024 - Present · 1 yr 5 mos
Victory Financial
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Equitable Advisors, LLC
July 2015 - October 2024 · 9 yrs 3 mos
Equitable Advisors, LLCBroker
December 2014 - October 2024 · 9 yrs 10 mos
State Registrations5 states
CANJOKTXVT
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.