Linda Lee
President @Lee Investment Management Llc
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WORK HISTORY
President @Lee Investment Management Llc
Mystic, CT, US
Investment Adviser Representative and Registered Representative of, and offers securities and investment advisory services through LPL Financial, member FINRA/SIPC, a broker-dealer and registered investment advisor. LPL Financial is under separate ownership from any other named entity.Lee Investment Management is not a subsidiary of nor controlled by Cetera Advisors Network LLC.
SKILLS
ABOUT LINDA LEE
Lee Investment Management LLC works with small business owners and individuals to help grow, manage and protect their wealth through proper planning and investing. The firms focus is on utilizing long and short term strategies to pursue their client’s goals and objectives. Business owners and top level executives are offered a variety of strategies and information to assist them in structuring their companies to provide owner and executive compensation plans, key employment retention plans, succession planning, and business continuation strategies. The firm offers a full range of services to individuals and families which include; retirement planning, retirement income, planning college savings strategies, life insurance, long and short term investment strategies. Linda Lee is an Investment Advisor Representative and Registered Representative of, and offers securities and investment advisory services through LPL Financial, member FINRA/SIPC, a broker-dealer and registered investment adviser. LPL Financial is under separate ownership from any other named entity. Lee Investment Management, LLC is not a subsidiary of nor controlled by LPL Financial. Please contact me by e-mail or telephone only at l••••••••@LPL.com or I cannot respond to messages using LinkedIn.
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