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FINANCIAL DECISIONS, INC.
FINANCIAL DECISIONS, INC.
STOCKTON, California
·
2 registered advisors
·
CRD# 118883
SEC# 801-61300
1
209-957-7413
01
Firm Overview
AUM
$711M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL DECISIONS, INC.
2 registered advisors
Frederick Morgan Lee
STOCKTON, California
CRD# 1157595
Nancy Elizabeth Lee
STOCKTON, California
CRD# 2443355
05
Office Locations
STOCKTON, California
2 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL DECISIONS, INC. (CRD# 118883) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.