Back to top

Lee Michael Generous

Comprehensive Financial Planner

LPL Financial LLC

Braintree

MA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 4 years, 8 months Jan 2015 - Present
Fidelity Investments 1 year, 8 months May 2013 - Jan 2015
Fidelity Family Offices Services 3 years, 3 months Feb 2010 - May 2013
Fidelity Pricing and Cash Management Services 1 year, 6 months Aug 2008 - Feb 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Lee Generous

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 14, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 6, 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 Aug. 7, 2019
    • $300.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 400
      number of clients
    • $750.0K
      Estimated Average Account Balance Per Client

LPL Financial LLC

Last updated on Aug. 19, 2019
    • $159.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 787K
      Accounts
    • $202.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions