Bill Lee Email & Phone Number

Bill Lee is a Managing Partner at Alpha Innovation Partners.

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  Managing Partner

  Alpha Innovation Partners

  Jan 2024 - Present - San Francisco, California, United States

  My mission is to develop the next generation of advisors who will raise the industry standard. As the Managing Partner of Alpha Innovation Partners, I hope to foster a culture of Intellectual Curiosity and Unrelenting Passion to Better our Clients’ Lives. Our Advisors here at Alpha Innovation Partners relentlessly pursue ‘holistic Alpha’ for our clients and respective communities. Why Alpha?Alpha (α) is a term in finance to describe a strategy’s ability to ‘beat the market.’ Alpha is often referred to as “excess return” or an “edge” in relation to the benchmark when adjusted for risk. Although we pursue Alpha in our strategies, the value of a financial professional that goes above and beyond for their clients is impossible to quantify. But through this relentless pursuit of Holistic Alpha, we go above and beyond the benchmark advisor.Minchul "Bill" Lee is a Registered Representative of/ and offers securities solely through Equity Services, Inc. (ESI) Member FINRA/SIPC, 410 Motor Parkway - 2nd Floor, 730 W. Grand Ave. #3107, Escondido, CA 92025, 800-344-7437. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. Registered Representatives of ESI do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Bill Lee is licensed to sell securities in CA and insurance-licensed in CA.An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC143322(0724)3