LM
Lee Martin
from Marquette Associates, Inc.
Lee Martin is a financial advisor based in Pennsylvania, West Chester,
with 24 years of experience. Lee currently works for
Marquette Associates, Inc..
Lee maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lee Martin works at Marquette Associates, Inc.
Marquette Associates, Inc. is a financial advisory firm based in West Chester, Pennsylvania. It currently has approximately $838,467,105 of assets under management and employs about 6 people. Marquette Associates, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and retainer based fee.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and retainer based fee
Office location
600 Willowbrook Lane, Suite 610, West Chester, Pennsylvania, 19382
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