Lee James Whittles
Investment adviser representative at Scs
13 yearsExperience
1 stateRegistered in
$1.9BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- ScsDec 2020 to now
- Bensler, LLC - dba: ScsNov 2020 to now
- LPL Financial LLCMar 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WA).
Scs
Legal name: Bensler, LLC
$1.9BAssets managed
2,493Clients
32Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1955164
- Firm CRD
- 310849