Raymond Lee (CRD# 5782628) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond Lee - Health Insurance Services | Rosemead, CA | Sep 2023 - Current | < 1 |
| Copeland And Jar | Rosemead, CA | Oct 2022 - Current | 1 |
| Net Law Group Inc. | Louisville, KY | Apr 2020 - Current | 4 |
| Covered Ca | San Diego, CA | Dec 2013 - Current | 10 |
| Hife College Planning | Aurora, CO | Sep 2012 - Current | 11 |
| Heartland Institute Of Financial Education | Aurora, CO | Jul 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Rancho Cucamonga, CA | Jan 2012 - Current | 12 |
| World System Builders (wsb) | Rancho Cucamonga, CA | May 2009 - Current | 15 |
| World Financial Group | Rancho Cucamonga, CA | Apr 2009 - Current | 15 |
| Phoenix Arizona Rental Property | Phoenix, AZ | Sep 2010 - Jul 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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