Daniel Lee (CRD# 5836639) is an Investment Advisor Representative working at B|O|S in San Francisco, CA and has over 9 years of experience in the finance industry. Daniel Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brightplan, LLC | San Jose, CA | Aug 2021 - Current | 2 |
| Plancorp, LLC | St. Louis, MO | Jan 2019 - Aug 2021 | 2 |
| Bingham, Osborn & Scarborough LLC | San Francisco, CA | Jan 2015 - Jan 2019 | 4 |
| Bingham, Osborn & Scarborough LLC | San Francisco, CA | Jan 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
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