Lee Stennes

AFS WEALTH MANAGEMENT LLC

WATKINSVILLE, GA 30677

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CRD#: 5661396

Professional summary

Lee Stennes is a registered financial advisor currently at AFS WEALTH MANAGEMENT LLC located in Watkinsville, Georgia.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Lee has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) 04/13/2022 - Shelby Holdings, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 03/28/2022 - 1 Hours Per Month/ 0 Hours During Securities. 2) 08/03/2023 - CELTEC Inc - Not Investment Related - Watkinsville, GA - Other - Real Estate Holding Company - Investor - Start Date 08/01/2023 - 0 Hours Per Month/ During Trading. 3) 08/03/2023 - The Golf Club Oconee - Not Investment Related - Watkinsville, GA - Other - Private Membership Club/Workspace - Member - Start Date 08/01/2023 - 4 Hours Per Month/ 0 Hours During Trading. 4) 03/11/2025 - The Approachable Advisor, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 5) 05/21/2025 - The Approachable Advisor - Investment Related - 1621 Madison Ct Bogart GA 60622 - Other - legal LLC, formed for 1099 contract income and business derived from RIA and associated business - Sole Member President - Start Date 2025-05-01 - 2 Hours Per Month/ 1 Hours During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Stennes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 10, 2025 - Present

AFS WEALTH MANAGEMENT LLC

Office #1: 3651 Mars Hill Rd Suite 700, Watkinsville, GA 30677

RIA

CRD#: 866

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2009

General Securities Representative Examination

Current Firm

AFS WEALTH MANAGEMENT LLC

CRD#: 335290 / SEC#:

Georgia

Registered Investment Advisory firm - (3/19/2025 Approved)

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Contact information

Main Address

3651 Mars Hill Rd Suite 700, Watkinsville, GA 30677

Mailing Address

Phone number

(770) 554-8344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Lee Stennes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Stennes's CRS (Customer Relationship Summary).

Certified licenses

Experience

MPWM ADVISORY SOLUTIONS LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2009

SIE

Date: 10/1/2018

Series 7

Date: 11/10/2009

Current Firm

AFS WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

AFS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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