Steve LeeCRD Number: 5523620
Current Firm: U.s. Bancorp Investments, Inc.
Steve Lee (CRD# 5523620) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|U.s. Bancorp Investments, Inc.||San Francisco, CA||Sep 2017 - Current||< 1|
|Bank Of The West||San Francisco, CA||May 2013 - Aug 2017||4|
|Bancwest Investment Services||San Francisco, CA||May 2013 - Aug 2017||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Yorba Linda, CA||Jan 2012 - Mar 2013||1|
|Union Bank Of California||San Diego, CA||Jan 2005 - Jan 2012||7|
|Unionbanc Investment Services||San Diego, CA||Apr 2008 - Aug 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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