Christine Lee, financial advisor Pasadena CA

Christine Lee

CRD Number: 2996162
Current Firm: Charles Schwab & Company, Inc.

Christine Lee (CRD# 2996162) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pasadena, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Pasadena, CA Feb 2005 - Current 19
Charles Schwab & Company, Inc. Pasadena, CA Dec 1997 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 1999
Contact Info for Christine J. Lee
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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