Unclaimed Profile

Albert Lee

AMERICAN PARTNERS FINANCIAL SERVICES LLC·EAST BRUNSWICK, New Jersey

Clean recordAMERICAN PARTNERS FINANCIAL SERVICES LLC

293 STATE RT. 18 SOUTH, EAST BRUNSWICK, NJ 08816CRD# 6935479Firm CRD# 293290

Profile Verification

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

Identity

Albert Lee · EAST BRUNSWICK, NJ

Registration

CRD #6935479 · AMERICAN PARTNERS FINANCIAL SERVICES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Albert Lee is a registered financial advisor based in EAST BRUNSWICK, New Jersey, affiliated with AMERICAN PARTNERS FINANCIAL SERVICES 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

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AMERICAN PARTNERS FINANCIAL SERVICES LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 6935479

Firm CRD# 293290

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Albert Lee offer?

Albert Lee specializes in Financial Planning, Investment Management. Contact their office in EAST BRUNSWICK, New Jersey for a consultation.

What are Albert Lee's credentials?

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

Where is Albert Lee located?

Albert Lee is based in EAST BRUNSWICK, New Jersey, working with AMERICAN PARTNERS FINANCIAL SERVICES LLC. Their office serves clients in the EAST BRUNSWICK metropolitan area and surrounding communities.

How does Albert Lee charge for services?

Albert Lee's firm is compensated through hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN PARTNERS FINANCIAL SERVICES LLC?

AMERICAN PARTNERS FINANCIAL SERVICES LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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