Christopher Lee (CRD# 2183314) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Leesville, LA and has over 27 years of experience in the finance industry. Christopher 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# 6399907
Edward Jones
CRD# 4629326
State Farm Investment Management Corp.
CRD# 2568579
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | Leesville, LA | Oct 2022 - Current | 1 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Oct 2022 | 6 |
| First Command Financial Services, Inc. | Fort Worth, TX | Oct 1991 - Oct 2022 | 31 |
| First Command Financial Planning, Inc. | Leesville, LA | Aug 1991 - Oct 2022 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- LA
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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