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Detailed Report
Richard Minda Lee
CRD#: 7319753
IA
Investment Adviser
TRUENORTH WEALTHCRD#: 142205 305 West Jefferson
Boise, ID 83702
Registration History
2020202120222023202420252026IATRUENORTH WEALTH (CRD# 142205)2020 - Present (4 years)
License(s)

State Registrations

IA
Idaho 12/7/2020
IA
Utah 12/8/2020
Current Registration(s)
IA
TRUENORTH WEALTH (CRD#:142205)
305 West Jefferson, Boise, ID 83702
Registered with this firm since 12/7/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.