Individual Firm
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Richard Minda Lee
CRD#: 7319753
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TRUENORTH WEALTHCRD#: 142205 305 West Jefferson
Boise, ID 83702
Boise, ID 83702
0
Disclosures
4
Years of Experience
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State Registrations
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Idaho 12/7/2020
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Utah 12/8/2020
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Registered with this firm since 12/7/2020
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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.
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.