Lee G. Partridge
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.
Lee George Partridge was a registered financial professional .
Lee is a previously registered financial professional and started their career in finance in 1992. Lee had worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 9, 2015 - December 31, 2016
FORWARD MANAGEMENT, LLC
June 11, 2012 - December 31, 2016
CYPRESS CREEK PARTNERS
February 4, 2011 - December 31, 2016
SALIENT CAPITAL ADVISORS, LLC
December 20, 2010 - February 21, 2017
SALIENT ADVISORS, L.P.
October 16, 2009 - October 27, 2015
INTEGRITY CAPITAL, LLC
January 15, 1998 - May 7, 2001
CU INVESTMENT SOLUTIONS LLC
August 1, 1997 - December 31, 1997
CNBS
September 1, 1995 - March 8, 1996
CNBS
September 14, 1993 - December 21, 1994
CNBS
January 1, 1993 - August 27, 1993
PRUDENTIAL EQUITY GROUP, LLC
August 24, 1992 - December 1, 1992
MURCHISON INVESTMENT BANKERS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FORWARD MANAGEMENT, LLC
CRD#: 109193 / SEC#: 801-55746
Contact information
Regulatory assets under management
| Total Number of Accounts | 170 |
| AUM (Assets Under Management) | $ 860,402,615 |
Red Flags
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