Unclaimed Profile

Ginny Tom Lee

GUIDELINE, INC.·BURLINGAME, California

Clean recordGUIDELINE, INC.

1412 CHAPIN AVENUE, BURLINGAME, CA 94010CRD# 1871960Firm CRD# 281515

Profile Verification

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

Identity

Ginny Tom Lee · BURLINGAME, CA

Registration

CRD #1871960 · GUIDELINE, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ginny Tom Lee is a registered financial advisor based in BURLINGAME, California, affiliated with GUIDELINE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GUIDELINE, INC.

AUM

$11.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUIDELINE, INC. →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1871960

Firm CRD# 281515

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ginny Tom Lee offer?

Ginny Tom Lee specializes in Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.

What are Ginny Tom Lee's credentials?

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

Where is Ginny Tom Lee located?

Ginny Tom Lee is based in BURLINGAME, California, working with GUIDELINE, INC.. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.

How does Ginny Tom Lee charge for services?

Ginny Tom Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUIDELINE, INC.?

GUIDELINE, INC. has approximately 7 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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