Brandon Lee (CRD# 6535819) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Danville, CA and has over 4 years of experience in the finance industry.
CRD# 2055289
Powering Your Retirement
CRD# 2238419
Lpl Financial LLC
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brandon Lee Insurance Agency | Danville, CA | Apr 2023 - Current | 1 |
| State Farm Investment Management Corp | Danville, CA | Feb 2023 - Current | 1 |
| State Farm Vp Management Corp | Danville, CA | Feb 2023 - Current | 1 |
| State Farm Insurance | Danville, CA | Feb 2023 - Mar 2023 | < 1 |
| State Farm Vp Managment Corp | Yorba Linda, CA | Oct 2022 - Jan 2023 | < 1 |
| State Farm Insurance | Yorba Linda, CA | Oct 2022 - Jan 2023 | < 1 |
| State Farm Investment Management Corp | Sacramento, CA | Apr 2022 - Oct 2022 | < 1 |
| State Farm Vp Management Corp. | City Of Industry, CA | May 2019 - Oct 2022 | 3 |
| State Farm Vp Management Corp. | Hacienda Heights, CA | May 2019 - Oct 2022 | 3 |
| State Farm Vp Management Corp. | Sacramento, CA | May 2019 - Oct 2022 | 3 |
| Christy Lee Insurance Agency | Hacienda Heights, CA | Apr 2019 - Oct 2022 | 3 |
| Peter Schiro Insurance Agency | Sacramento, CA | May 2016 - Oct 2022 | 6 |
| Christy Lee Insurance Agency | City Of Industry, CA | Sep 2011 - Oct 2022 | 11 |
| State Farm Investment Management Corp | Yorba Linda, CA | May 2019 - Jan 2022 | 2 |
| State Farm Vp Management Corp. | City Of Industry, CA | Aug 2015 - Jan 2016 | < 1 |
| California State University | Los Angeles, CA | Jul 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AZ
- CA
- NV
- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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