Bryan LeeCRD Number: 6319891
Current Firm: Pfe Advisors, Inc.
Bryan Lee (CRD# 6319891) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 2 years of experience in the finance industry.
Planning Solutions Group, LLC
Commonwealth Financial Network
Msi Financial Services, Inc.
|Pfe Advisors, Inc.||Newport Beach, CA||Oct 2015 - Current||1|
|Psa Financial Advisors, Inc.||Hunt Valley, MD||Mar 2006 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Sep 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DC, MA, MD, NH, VA
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