Benedict Heeboem Lee
Investment adviser representative at Victory Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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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
Experience
12 years in the industry.
- Pks InvestmentsNov 2024 to now
- Victory FinancialOct 2024 to now
- Victory Financial GroupOct 2024 to now
- Equitable Advisors, LLCDec 2014 to Oct 2024
- AXA Advisors LLCDec 2014 to Jun 2020
- United States Soccer FederationAug 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 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
- 6415532
- Firm CRD
- 324943