Martin E. Lee
Professional summary
Martin Edward Lee, who also goes by Martin Lee Schroeder, is a registered financial advisor currently at CHURCH ORGANIZERS FOUNDATION located in Mason, Michigan.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Martin has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Edward Lee's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2016 - Present
CHURCH ORGANIZERS FOUNDATION
January 7, 2014 - June 22, 2016
LPL FINANCIAL LLC
December 12, 2013 - June 22, 2016
LPL FINANCIAL LLC
April 13, 2010 - December 23, 2013
TRUSTMONT ADVISORY GROUP, INC.
February 26, 2010 - December 23, 2013
TRUSTMONT FINANCIAL GROUP, INC.
October 29, 2007 - December 8, 2009
SPC
October 26, 2007 - December 8, 2009
SIGMA FINANCIAL CORPORATION
September 9, 2002 - November 21, 2007
LPL FINANCIAL LLC
September 9, 2002 - November 21, 2007
LPL FINANCIAL LLC
January 24, 2000 - October 1, 2002
UBS FINANCIAL SERVICES INC.
December 7, 1999 - October 1, 2002
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/28/2016)
(7/1/2016)
Exams
Current Firm
CHURCH ORGANIZERS FOUNDATION
CRD#: 284458 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 14,130,000 |
Red Flags
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