Unclaimed Profile

Lee Charles Samson

LINDBROOK CAPITAL, LLC·CALABASAS, California

Clean recordLINDBROOK CAPITAL, LLC

23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 2173100Firm CRD# 155812

Profile Verification

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

Identity

Lee Charles Samson · CALABASAS, CA

Registration

CRD #2173100 · LINDBROOK CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Charles Samson is a registered financial advisor based in CALABASAS, California, affiliated with LINDBROOK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LINDBROOK CAPITAL, LLC

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LINDBROOK CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2173100

Firm CRD# 155812

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Charles Samson offer?

Lee Charles Samson specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.

What are Lee Charles Samson's credentials?

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

Where is Lee Charles Samson located?

Lee Charles Samson is based in CALABASAS, California, working with LINDBROOK CAPITAL, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Lee Charles Samson charge for services?

Lee Charles Samson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINDBROOK CAPITAL, LLC?

LINDBROOK CAPITAL, LLC has approximately 10 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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