Chang Lee (CRD# 2672951) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montville, NJ and has over 27 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ic Advisory Services Inc. | Montville, NJ | Jan 2020 - Current | 4 |
| The Investment Center Inc. | Montville, NJ | Jan 2020 - Current | 4 |
| Massmutual Life Insurance | Fairfield, NJ | Feb 2019 - Current | 5 |
| Mml Investors Services, LLC | Fairfield, NJ | Mar 2019 - Jan 2020 | < 1 |
| Hilton Garden Inn | Rockaway, NJ | Nov 2016 - Jan 2020 | 3 |
| Raymond James Financial Services Advisors Inc. | Newton, NJ | Oct 2015 - Dec 2018 | 3 |
| Raymond James Financial Services, Inc. | Newton, NJ | Jul 2015 - Dec 2018 | 3 |
| First Hope Bank | Newton, NJ | Jul 2015 - Dec 2018 | 3 |
| Lpl Financial | Morristown, NJ | Jul 2014 - Jul 2015 | 1 |
| Peapack Gladstone Bank | Bernardsville, NJ | Jul 2014 - Jul 2015 | 1 |
| Hsbc Securities (usa) Inc. | Edison, NJ | Apr 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
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