Lee Edward Brown

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1989 → 09/2021
  Avantax Investment Services, Inc.
  Gnadenhutten, OH
• 11/1993 → 09/2021
  Avantax Advisory Services
  Gnadenhutten, OH
• 01/2019 → Present
  Farmstead Market And Cafe.
  Gnadenhutten, OH
• 01/2019 → 09/2021
  Lee E Brown Farm Rent
  Gnadenhutten, OH
• 10/1994 → 09/2021
  Avantax Insurance Agency, Llc
  Gnadenhutten, OH
• 09/2021 → Present
  Lpl Financial Llc
  Gnadenhutten, OH

Previous Registrations

• 1999-05-19 → 2021-09-28
  Avantax Advisory Services
  Gnadenhutten, OH

Other Businesses

1) 9/2021- Lee E. Brown Tax Service- owner -Tax Prep/Accounting -inv. related- Gnadenhutten, OH - start date 1/1/1976- 20hrs/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-03

Other Names

• Lee Edward Brown