AL
AL

Alfred Kithong Lee

9 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$319.2M average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

3344 Peachtree Road, Suite 1725, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alfred works as an Associate Vice President- Internal Wholesaler at Angel Oak Capital Advisors, dedicating full-time hours to developing relationships with financial advisors and identifying sales opportunities. He also co-owns a restaurant franchise and owns rental property, spending about a quarter of his time and minimal time on these activities, respectively.

Employment History
Current Registrations
Angel Oak Capital Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Foreside Fund Services, LLCBroker
February 2022 - Present · 4 yrs
Previous Registrations
Voya Investment Management CO. LLC
July 2019 - January 2022 · 2 yrs 6 mos
Voya Investments Distributor, LLCBroker
March 2019 - January 2022 · 2 yrs 10 mos
E*trade Securities LLCBroker
July 2015 - September 2018 · 3 yrs 2 mos
State Registrations9 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.