R L. Edmonson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
R Lee Edmonson II, who also goes by R Lee Edmondson II, Chip Edmonson, R Lee Edmonson, R. Lee Edmonson Ii, R. Lee Edmonson Jr., was a registered financial professional .
R is a previously registered financial professional and started their career in finance in 1984. R had worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 27, 2003 - August 7, 2023
LEE-WAY FINANCIAL SERVICES, INC
September 16, 1988 - August 9, 1990
GLOBAL INVESTOR SECURITIES, INC.
April 21, 1987 - September 27, 1988
OSAIC FS, INC.
July 11, 1984 - April 27, 1987
MUTUAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LEE-WAY FINANCIAL SERVICES, INC
CRD#: 113983 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 92 |
| AUM (Assets Under Management) | $ 81,400,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
