Brian Heublein is a financial advisor with Marsha Lee & Company, Inc. in Palm Desert, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with Cetera Advisors LLC since 2022 and was previously with First Allied Securities, Inc. from 1994 to 2022. Heublein serves as a FINRA arbitrator. Marsha Lee & Company, Inc. provides investment advisory and portfolio management services primarily to individual clients, using an active, discretionary management approach focused on diversification and risk optimization across various asset classes. The firm operates with a small client base and offers clients both asset-based and transaction-based billing arrangements.

Marsha Lee is the principal advisor at Marsha Lee & Company, Inc. in Palm Desert, CA, with 44 years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisors LLC and First Allied Securities, Inc. She serves on the FINRA Board of Arbitrators. Marsha Lee & Company, Inc. provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, trusts, and pension plans. The firm employs an active, discretionary management approach focused on diversification and risk optimization, offering clients a choice between asset-based or transaction-based fee arrangements.