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Lee Kim Brown

Investment adviser representative at Packerland Brokerage Services, Inc.
16 yearsExperience
4 statesRegistered in
$1.4BFirm assets
14 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 assetsHourlyFixed 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

16 years in the industry.

  1. Packerland Brokerage Services, Inc.Jan 2020 to now
  2. First Financial Equity CorporationJan 2010 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 4 states (AZ, KY, VA, WA).

Packerland Brokerage Services, Inc.

$1.4BAssets managed
4,868Clients
177Advisers
14 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
2314532
Firm CRD
37031
Advisor's SEC record (opens in a new tab)
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