Chris Lee (CRD# 6686012) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Securities LLC | Charlotte, NC | Apr 2022 - Current | 2 |
| Ally Invest Advisors | Charlotte, NC | Apr 2022 - Current | 2 |
| Ally Invest Advisors | Charlotte, NC | Nov 2021 - Apr 2022 | < 1 |
| Ally Invest Securities LLC | Charlotte, NC | Apr 2017 - Apr 2022 | 5 |
| Scottrade | Pembroke Pines, FL | Aug 2016 - Mar 2017 | < 1 |
| Florida International University | Miami, FL | Mar 2015 - Jul 2016 | 1 |
| Kumon | Parkland, FL | Oct 2014 - Feb 2015 | < 1 |
| Sakura Coral Gables | Coral Gables, FL | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- FL
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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