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Lee H

Series 63, Series 65

Costa Mesa, CA

Raymond James Financial

Lee Hinson IV is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James since 2004. In addition to his advisory work, he serves as president of Hinson Financial Group, Inc., a support company, and works part-time as a consultant with Elevon Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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