Lee W Northern is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with ALPHASTAR CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2025-12-15 | present | Yes |
| TRAJAN WEALTH, L.L.C. | 2024-12-03 | 2025-10-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-04-10 | 2024-12-02 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2023-08-29 | 2023-10-25 | — |
| CHARLES SCHWAB & CO., INC. | 2020-05-28 | 2023-03-14 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2020-05-24 | — |
| USAA FINANCIAL PLANNING SERVICES | 2015-08-25 | 2018-01-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-12-02 | 2015-08-12 | — |
| USAA FINANCIAL PLANNING SERVICES | 2008-12-11 | 2013-08-05 | — |
| USAA INVESTMENT SERVICES COMPANY | 2007-09-19 | 2008-12-31 | — |
| USAA FINANCIAL PLANNING SERVICES | 2006-03-07 | 2007-09-13 | — |