Lee N. Eckel
Professional summary
Lee Norman Eckel, CFP®, who also goes by Lee Eckel, is a registered financial advisor currently at ECKEL FINANCIAL ADVISORS located in Palm Desert, California.
Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lee has worked at 2 firms and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lee Norman Eckel's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2025 - Present
ECKEL FINANCIAL ADVISORS
January 1, 2002 - March 7, 2025
ECKEL FINANCIAL ADVISORS
January 1, 1996 - November 13, 1995
ECKEL FINANCIAL ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2025)
Exams
Series 2
Date: 10/2/1995
Non-Member General Securities ExaminationCurrent Firm
ECKEL FINANCIAL ADVISORS
CRD#: 334463 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 31,685,000 |
Red Flags
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