Stephen Lee, financial advisor Columbia MD

Stephen Lee

CRD Number: 868740
Current Firm: Lee Financial Group, Inc.

Stephen Lee (CRD# 868740) is an Investment Advisor Representative working at Lee Financial Group, Inc. in Columbia, MD and has over 36 years of experience in the finance industry. Stephen Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Law Office Of Stephen J. Lee Esq. Columbia, MD Dec 2015 - Current 6
Raymond James Financial Services Advisors, Inc. Columbia, MD Jan 2009 - Current 13
Symphony Woods, LLC Columbia, MD Aug 2008 - Current 14
Raymond James Financial Services, Inc. Columbia, MD Apr 2004 - Current 18
Wagener-lee, LLC Columbia, MD Apr 2004 - Current 18
Wagener-lee, LLC Columbia, MD Jan 2004 - Current 18
Trustee Columbia, MD Mar 2003 - Current 19
Non-variable Insurance Columbia, MD Jan 1990 - Current 32
Lee Financial Group,inc. Columbia, MD Aug 1986 - Current 36
Stephen J. Lee, Esq. Columbia, MD Jan 1983 - Current 39
Lee Properties Columbia, MD Jan 1976 - Current 46
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Stephen J. Lee
Phone Number: 443-276-9595
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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