Eric Lee

CEO and Founder of Purple Wealth, LLC: Wealth Management Advisor

Role
CEO and Founder of Purple Wealth, Llc Wealth Management Advisor at Purple Wealth
Location
Rapid City, SD, US
LinkedIn followers
500 followers

About Eric Lee

I have been a professional financial advisor for 30 years. My simple and heartfelt…

Experience

  1. CEO and Founder of Purple Wealth, Llc Wealth Management Advisor

    Purple Wealth

    Jan 2023 — Present · Rapid City, SD, US

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Purple Wealth, LLC is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

  • University of Wyoming

    Marketing

    1987 — 1991

Skills

  • Investment Consulting
  • Legacy Planning
  • Risk Management & Insurance Consulting
  • Retirement Planning
  • Family Business
  • Estate and Trust Services

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Eric Lee — CEO and Founder of Purple Wealth, Llc Wealth Management Advisor at Purple Wealth in Rapid City, SD, US | Unifers