Unclaimed Profile

Adam William Lee

ARK & TLK INVESTMENTS, LLC·OKLAHOMA CITY, Oklahoma

Series 65Clean record4 years registeredARK & TLK INVESTMENTS, LLC

7308 N. CLASSEN BLVD., OKLAHOMA CITY, OK 73116CRD# 7423789Firm CRD# 205512

Profile Verification

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

Identity

Adam William Lee · OKLAHOMA CITY, OK

Registration

CRD #7423789 · ARK & TLK INVESTMENTS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CASTLEPOINT WEALTH ADVISORS

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 13, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARK & TLK INVESTMENTS, LLC

CRD 205512 · SEC 801-96254

AUM

$547M

Regulatory assets under management

Employees

979 client accounts

Services offered by ARK & TLK INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARK & TLK INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam William Lee offer?

Adam William Lee specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Adam William Lee's credentials?

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

Where is Adam William Lee located?

Adam William Lee is based in OKLAHOMA CITY, Oklahoma, working with ARK & TLK INVESTMENTS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Adam William Lee charge for services?

Adam William 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 ARK & TLK INVESTMENTS, LLC?

ARK & TLK INVESTMENTS, LLC has approximately 10 employees and manages $547M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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