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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Edward Jones 2 years, 11 months Oct 2016 - Present
Robert Half International Inc. 8 months Nov 2015 - Jul 2016
Conifer Financial Services 9 months Dec 2014 - Sep 2015
Fisher Investments, LLC 1 year, 2 months Oct 2013 - Dec 2014
Fisher Investments, LLC 3 years, 4 months May 2010 - Sep 2013
Fisher Investments, LLC 2 years, 11 months Jun 2007 - May 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Ho Lee

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 10, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Mar 10, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on March 11, 2019
    • $25.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 150
      number of clients
    • $166.7K
      Estimated Average Account Balance Per Client

Edward Jones

Last updated on Aug. 26, 2019
    • $329.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3M
      Accounts
    • $108.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Other