Brian Lee has been an investment adviser representative at First Advisors National since January 2022, and is not listed among the firm’s executive officers or direct owners. Brian Lee studied at Northern Illinois University.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Brian Lee is an investment adviser representative with First Advisors National, based in the western suburbs of Chicago, and practises as BL Wealth Management. He started his career in insurance and financial services two years after graduating from Northern Illinois University, beginning in sales at Country Financial, where he helped middle-market clients with insurance and financial planning. His current focus is helping the younger generation with financial planning and helping individuals and small business owners plan and save for the long term.
Brian Lee’s longest registration is the current one, 4 years at First Advisors National since 2022. Before joining First Advisors National in 2022, Brian Lee was registered through W&S Brokerage Services, Inc. and Prudential Financial Planning Services.
- First Advisors National, LLCCurrent– present · 4 yearsSouth Elgin, IL · Adviser representative · Firm CRD 166212
- W&S Brokerage Services, Inc.– · 1 yearRosemont, IL · Adviser representative · Firm CRD 8099
- – · under a yearSouth Elgin, IL · Adviser representative · Firm CRD 166212
- Prudential Financial Planning Services– · under a yearNaperville, IL · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Brian Lee is registered as an investment adviser representative in Illinois, since January 2022.
- IllinoisSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2016 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 18 May 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Brian Albert Lee
- CRD
- 4154579
- Firm
- First Advisors National · CRD 166212
- Office
- South Elgin, IL
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blwealthmanagement.com
Where does Brian Lee work?
Brian Lee is an investment adviser representative registered through First Advisors National, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brian Lee a financial advisor?
Yes. Brian Lee has a current investment-adviser registration in Illinois, through First Advisors National since January 2022.
How many years of experience does Brian Lee have?
Brian Lee has 21 years in the financial industry, since May 2005, across 3 adviser firms.
What exams has Brian Lee passed?
Brian Lee has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in March 2004. FINRA credited Brian Lee with the SIE, which began in October 2018.
Where did Brian Lee work before First Advisors National?
Before First Advisors National, Brian Lee was registered through W&S Brokerage Services, Inc., March 2020 to January 2022; Prudential Financial Planning Services, January 2017 to January 2017.
Where is Brian Lee based?
Brian Lee’s registered office is in South Elgin, IL.
Is Brian Lee registered with FINRA?
No. Brian Lee has no current broker registration.
How can I verify Brian Lee’s record?
Search CRD 4154579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Lee’s full registration record.
