Unclaimed Profile

Mark Allen Lee

FOREST HILL STRATEGIC VALUE ADVISERS, LLC·LITTLE ROCK, Arkansas

Clean recordFOREST HILL STRATEGIC VALUE ADVISERS, LLC

100 RIVER BLUFF DRIVE, LITTLE ROCK, AR 72202CRD# 1013986Firm CRD# 318868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Allen Lee · LITTLE ROCK, AR

Registration

CRD #1013986 · FOREST HILL STRATEGIC VALUE ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Allen Lee is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with FOREST HILL STRATEGIC VALUE ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FOREST HILL STRATEGIC VALUE ADVISERS, LLC

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FOREST HILL STRATEGIC VALUE ADVISERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1013986

Firm CRD# 318868

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Allen Lee offer?

Mark Allen Lee specializes in Retirement Planning. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Mark Allen Lee's credentials?

Mark Allen Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Allen Lee located?

Mark Allen Lee is based in LITTLE ROCK, Arkansas, working with FOREST HILL STRATEGIC VALUE ADVISERS, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Mark Allen Lee charge for services?

Mark Allen Lee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOREST HILL STRATEGIC VALUE ADVISERS, LLC?

FOREST HILL STRATEGIC VALUE ADVISERS, LLC has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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