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Frederick Morgan Lee

FINANCIAL DECISIONS, INC.·STOCKTON, California
Unclaimed Profile
3555 DEER PARK DRIVE, STOCKTON, CA 95219CRD# 1157595Firm CRD# 118883
01

About

Frederick Morgan Lee is a registered financial advisor based in STOCKTON, California, affiliated with FINANCIAL DECISIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL DECISIONS, INC.
FINANCIAL DECISIONS, INC.
AUM
$711M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL DECISIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1157595
Firm CRD# 118883
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick Morgan Lee offer?
Frederick Morgan Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.
What are Frederick Morgan Lee's credentials?
Frederick Morgan Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Morgan Lee located?
Frederick Morgan Lee is based in STOCKTON, California, working with FINANCIAL DECISIONS, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.
How does Frederick Morgan Lee charge for services?
Frederick Morgan Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL DECISIONS, INC.?
FINANCIAL DECISIONS, INC. has approximately 8 employees and manages $711M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STOCKTON
Tolen Clement Teigen — FINDEC WEALTH SERVICES, INC.John Shaw Notman — JOHN SHAW NOTMANMichael Lee Dalton — ATTENTIVE INVESTMENT MANAGERS, INC.Athena Kaulana Stone — ATTENTIVE INVESTMENTS, LLCNancy Elizabeth Lee — FINANCIAL DECISIONS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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