Manly Parks Lee

Current Employers

Employment History

• 08/1989 → 05/2018
  Metlife Securities Inc.
  Birmingham, AL
• 07/2016 → 05/2018
  Mass Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 05/2018
  Mml Investors Services Llc
  Birmingham, AL
• 05/2018 → 04/2023
  Concourse Financial Group Securities (Fka Proequities, Inc.)
  Birmingham, AL
• 05/2018 → 10/2018
  First Advisors Capital Inc
  Birmingham, AL
• 05/2019 → Present
  (Dba) Red Mountain Financial
  Birmingham, AL
• 04/2023 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2018-05-10 → 2023-05-15
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
• 2018-05-23 → 2018-10-31
  First Advisors Capital, Inc.
  Birmingham, AL
  Birmingham, AL
• 2017-03-25 → 2018-05-10
  Mml Investors Services, Llc
  Birmingham, AL
• 2002-07-15 → 2017-03-25
  Msi Financial Services, Inc.
  Birmingham, AL
  Birmingham, AL

Other Businesses

1.) Lee & Lee Inc; Investment Related; 115 Calton Birmingham, AL 35213; fixed insurance products: life ins, dis ins, group plans, LTC, fixed annuities; Owner; Start Date 01/1980; 50 hrs/mo; 50 hrs/mo 2.)Red Mountain Financial; Investment Related; 2 Office Park Circle, Suite 1, Birmingham, AL 35223; Insurance and Investments; Start Date 12/1980 (Insurance)(20 hours per month; Start Date 05/2019 (Investments)(1 hour per month); Sales and service of insurance and investment products. 3.) Ann and Parks Lee IRA, LLC; Non-Investment Related; P.O. Box 530826, Birmingham AL 35253; IRA; Registered Agent; 04/2009; 1 hour per month with that 1 hour occurring during trading hours; Real estate and other investments suitable for an IRA. 4.) MBPC, LLC a.ka. Mountain Brook Pops Club; Non-Investment Related; 3513 Old Leeds Crest, Birmingham AL 35213; Charitable Organization; Board Member; 01/1990; 1 hr/mo; 1 hr/mo; Board member. 5.) Easy DI; Non-Investment Related; 2 Office Park Circle, Ste 1, Birmingham, AL 35223; Insurance; Insurance Agent; 03/2018; 40 hrs/mo; 20 hrs/mo; Market disability insurance products. 6.) LTC Options; Non-Investment Related; 2 Office Park Circle, Ste 1, Birmingham, AL 35223; Insurance; Insurance Broker; 05/2022; 10 hrs/mo; 0 hrs/mo; Marketing of Long-Term Care insurance via the Internet. 7.)Medicare Supplement Insurance; Non-investment related; 2 Office Park Circle, Ste 1, Birmingham, AL 35223; Insurance; Referring Broker; 05/2022; 2 hrs/mo; 2 hrs/mo; Introduce prospects to a Medicare Specialist and receive commissions on any business that may be placed based on that introduction/referral.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-18
• S63 Uniform Securities Agent State Law Examination
  1986-01-03

Designations

Other Names

• Manly Parks Lee
• Manly Parks Lee
• Manly Parks Lee
• Manly Parks Lee