Joshua Lee (CRD# 6855144) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in San Jose, CA and has over 2 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 |
|---|---|---|---|
| Voya Financial Partners, LLC | Fremont, CA | Apr 2021 - Current | 3 |
| Voya Financial Advisors, Inc. | Livermore, CA | Jul 2020 - Mar 2021 | < 1 |
| Voya Financial | Livermore, CA | Mar 2019 - Jul 2020 | 1 |
| Bc Forward | Mountain View, CA | Oct 2018 - Mar 2019 | < 1 |
| Ucr | Riverside, CA | Sep 2013 - Aug 2018 | 4 |
| Ucr Src | Riverside, CA | Aug 2014 - May 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- CA
-
Total Assets Under Management27,041MILLIONS
-
Total Number of Accounts11,767ACCOUNTS
-
Average Account Value$2,298,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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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