Lee Levin Eichen
Professional Summary
Lee Levin Eichen is a registered financial advisor currently at CENTERBOARD SECURITIES, LLC located in Austin, Texas. Lee is registered as a RR (Registered Representative) and started their career in finance in 1996. Lee has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
CENTERBOARD SECURITIES, LLC
Contact Information
Main Address
9430 Research Blvd., Suite 120, Austin, TX 78759Mailing Address
9430 Research Blvd., Suite 120, Austin, TX 78759Phone Number
(646) 442-8700Established
Delaware since 03/23/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/2/2011)
(1/2/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jun 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lee Levin Eichen's CRS (Customer Relationship Summary).
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