Albert Lee (CRD# 4072116) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | San Francisco, CA | Jan 2021 - Current | 3 |
Yapstone Holdings | Walnut Creek, CA | Jun 2020 - Jun 2021 | 1 |
Unemployed | Oakland, CA | Apr 2020 - May 2020 | < 1 |
Lattice Strategies | San Francisco, CA | Sep 2009 - Mar 2020 | 10 |
Hartford Funds | San Francisco, CA | Sep 2009 - Mar 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- CA
-
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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