Paul LeeCRD Number: 7113619
Current Firm: Edward Jones
Paul Lee (CRD# 7113619) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 3 years of experience in the finance industry.
Equitable Advisors, LLC
Clearvue Financial Planning
|Edward Jones||St Louis, MO||May 2019 - Current||3|
|Marine Corps Systems Command||Quantico, VA||Apr 2009 - Current||13|
|United States Marine Corps||Joint Base Mcguire Dix Lakehurst, NJ||May 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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