Josephine Lee, financial advisor Loveland CO

Josephine Lee

CRD Number: 6450296
Current Firm: Primerica Advisors

Josephine Lee (CRD# 6450296) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Cheyenne, WY Apr 2015 - Current 8
Primerica Financial Services Cheyenne, WY Oct 2014 - Current 9
Retired Cheyenne, WY Dec 2009 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
Contact Info for Josephine Y. Lee
Phone Number: 833-786-0550
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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