Hyuk Lee (CRD# 4004962) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 24 years of experience in the finance industry. Hyuk 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Leesburg, VA | May 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Leesburg, VA | May 2020 - Current | 3 |
| Usaa Investment Management Company | Ashburn, VA | Jan 2018 - May 2020 | 2 |
| Usaa Financial Advisors, Inc. | Ashburn, VA | Oct 2015 - May 2020 | 4 |
| Usaa Financial Planning Services | Ashburn, VA | Oct 2015 - May 2020 | 4 |
| Unemployed | Silver Spring, MD | Aug 2015 - Oct 2015 | < 1 |
| Fidelity Investments | Mclean, VA | Dec 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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