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Jennifer Teresa Lee

MCQUEEN FINANCIAL ADVISORS II, INC.·CLAWSON, Michigan
Unclaimed Profile
1239 ANDERSON ROAD, CLAWSON, MI 48017CRD# 7048292Firm CRD# 109325
01

About

Jennifer Teresa Lee is a registered financial advisor based in CLAWSON, Michigan, affiliated with MCQUEEN FINANCIAL ADVISORS II, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
MCQUEEN FINANCIAL ADVISORS II, INC.
MCQUEEN FINANCIAL ADVISORS II, INC.
AUM
$11.6B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at MCQUEEN FINANCIAL ADVISORS II, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7048292
Firm CRD# 109325
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Teresa Lee offer?
Jennifer Teresa Lee specializes in Investment Management, Wealth Management. Contact their office in CLAWSON, Michigan for a consultation.
What are Jennifer Teresa Lee's credentials?
Jennifer Teresa Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Teresa Lee located?
Jennifer Teresa Lee is based in CLAWSON, Michigan, working with MCQUEEN FINANCIAL ADVISORS II, INC.. Their office serves clients in the CLAWSON metropolitan area and surrounding communities.
How does Jennifer Teresa Lee charge for services?
Jennifer Teresa Lee's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCQUEEN FINANCIAL ADVISORS II, INC.?
MCQUEEN FINANCIAL ADVISORS II, INC. has approximately 50 employees and manages $11.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLAWSON
Charles Nelson Mcqueen — MCQUEEN FINANCIAL ADVISORS II, INC.Heather Lynn Ciurla — MCQUEEN FINANCIAL ADVISORS II, INC.Craig Michael Sicilia — MCQUEEN FINANCIAL ADVISORS II, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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