Fang-hsi Lee
Investment adviser representative at Private Advisor Group, LLC
13 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
Are you Fang-hsi Lee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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.
- Private Advisor Group, LLCJul 2026 to now
- LPL Financial, LLCJul 2026 to now
- Lam, Po & Xu, Cpa's P.C.Sep 2018 to now
- Cetera Investment Advisers LLCSep 2025 to Jul 2026
- Cetera Wealth Services, LLCSep 2025 to Jul 2026
- Avantax Advisory ServicesDec 2022 to Sep 2025
- Avantax Investment Services Inc.Dec 2022 to Sep 2025
- University of Illinois Champaign-urbanaAug 2017 to Aug 2018
- Cap Barbell, Inc.Dec 2016 to Aug 2017
- University of Illinois Champaign-urbanaMay 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7024852
- Firm CRD
- 155216