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Colin Michael Lee

Horizon Wealth Advisors

Houston, TX

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Current Employers
Horizon Wealth Advisors

2603 Augusta Suite 1400, Houston, TX 77057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-09-16
  • TX RA
    APPROVED
    Since 2017-09-16

Branch Locations

2603 Augusta Suite 1400, Houston, TX 77057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Ins Co St Paul MN 10/2014 08/2017
Planto Roe Financial Services, Inc San Antonio TX 10/2014 08/2017
Securian Financial Services, Inc St Paul MN 10/2014 08/2017
Horizon Advisors, Llc Houston TX 08/2017 Present
Horizon Advisors, Llc Houston TX 12/2020 Present
  • 10/2014 → 08/2017
    Minnesota Life Ins Co
    St Paul, MN
  • 10/2014 → 08/2017
    Planto Roe Financial Services, Inc
    San Antonio, TX
  • 10/2014 → 08/2017
    Securian Financial Services, Inc
    St Paul, MN
  • 08/2017 → Present
    Horizon Advisors, Llc
    Houston, TX
  • 12/2020 → Present
    Horizon Advisors, Llc
    Houston, TX
Previous Registrations
  • 2015-01-07 → 2017-08-01
    Securian Financial Services, Inc.
    San Antonio, TX
    Fredericksburg, TX
    San Antonio, TX
    Kerrville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2014-12-18
Designations
Other Names
  • Colin Lee

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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