Brian Albert Lee
Investment adviser representative at First Advisors National, LLC
6 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- First Advisors National, LLCJan 2022 to now
- Western & Southern LifeApr 2018 to now
- W&s Brokerage Services, Inc.Jul 2018 to Jan 2022
- First Advisors NationalJan 2018 to Jul 2018
- Self EmployedJan 2017 to Jan 2018
- Pruco Securities, LLCJan 2016 to Jan 2017
- The Prudential Insurance Company of AmericaJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 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
- 4154579
- Firm CRD
- 166212