Padric Thomas Lee
Professional Summary
Padric Thomas Lee, who also goes by Padric Lee, is a registered financial advisor currently at MCNARON GROUP, INC. located in Anniston, Alabama. Padric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Padric has worked at 2 firms and has passed the Series 65, Series 7TO, Series 99TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Padric Lee
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
MCNARON GROUP, INC.
Contact Information
Main Address
1005 Noble Street Suite B, Anniston, AL 36201-4636Phone Number
(256) 237-5817# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
43AUM (Assets Under Management)
$20,744,159Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/8/2025)
(7/31/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Padric Thomas Lee's CRS (Customer Relationship Summary).
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