Robert Lee, financial advisor Arlington VA
90 score

Robert Lee

CRD Number: 6101836
Current Firm: Doxa Capital Partners, LLC

Robert Lee (CRD# 6101836) is an Investment Advisor Representative working at Doxa Capital Partners, LLC in Arlington, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Doxa Capital Partners, LLC Arlington, VA Apr 2015 - Current 1
Morgan Stanley Smith Barney Alexandria, VA Jul 2012 - Apr 2015 2
Oak Capital Management Mt. Pleasant, SC Jan 2012 - Jun 2012 < 1
Hymans Seafood Charleston, SC Jan 2009 - May 2012 3
School Charleston, SC Aug 1995 - May 2012 16
Tis Investments Mt. Pleasant, SC Aug 2011 - Dec 2011 < 1
Towne Tavern Fort Mill, SC Jul 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Robert C. Lee
Phone Number: (704)-562-0473
Firm Website: http://www.doxacap.com
Registered State(s):
  • FL
  • VA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $205,882
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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