Lee Applebaum work email
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Lee Applebaum personal email
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As a full service independent retirement plan consulting firm, which has been recognized for our expertise, on a national scale, by magazines including Forbes, PlanSponsor, PlanAdviser and 401(K) Wire. Plan Sponsor Consultants assists Plan Sponsors in bringing retirement plans into line with the highest fiduciary standards, then monitor and manage them to maintain these standards. Analyst with the CENTRE FOR FIDUCIARY EXCELLENCE (www.CEFEX.org)2020 & 2018 PLANADVISER Top 100 Retirement Plan Advisers - PLANADVISER Top 100 Retirement Plan Advisors are selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.2020 & 2019 NAPA Top Defined Contribution Advisor Firms - Top DC advisor firms are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.
Plan Sponsor Consultants, A Division Of Hub International
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Senior Vice PresidentPlan Sponsor Consultants, A Division Of Hub International Dec 2011 - PresentSecurities and advisory services offered through LPL Financial, a registered investment advisor, and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Alabama, Mississippi, Georgia, New MexicoSeries 6 & 7 held with LPL.
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Senior Financial AdvisorMerrill Lynch Aug 2005 - Dec 2011New York, Ny, Us -
Registrered RepresentativeAtlantis Investment Management Jan 1999 - Aug 2005
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Senior CounselorConsumer Credit Counseling Service 1993 - 2000Atlanta, Ga, Us
Lee Applebaum Skills
Lee Applebaum Education Details
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College For Financial Planning -
University Of South AlabamaFinance
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Darlington School
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Mountain Brook High School
Frequently Asked Questions about Lee Applebaum
What company does Lee Applebaum work for?
Lee Applebaum works for Plan Sponsor Consultants, A Division Of Hub International
What is Lee Applebaum's role at the current company?
Lee Applebaum's current role is CFP®, AIFA®, CPFA Senior Vice President at Plan Sponsor Consultants, a division of Hub International.
What is Lee Applebaum's email address?
Lee Applebaum's email address is le****@****ell.net
What is Lee Applebaum's direct phone number?
Lee Applebaum's direct phone number is +120596*****
What schools did Lee Applebaum attend?
Lee Applebaum attended College For Financial Planning, University Of South Alabama, Darlington School, Mountain Brook High School.
What are some of Lee Applebaum's interests?
Lee Applebaum has interest in Children.
What skills is Lee Applebaum known for?
Lee Applebaum has skills like Retirement Planning, Wealth Management, Investments, Securities, Retirement, Pensions, Financial Services, 401k, Financial Planners, Financial Planning, Financial Advisory, Finra.
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