Rachel LeeCRD Number: 6529362
Current Firm: U.s. Bancorp Investments, Inc.
Rachel Lee (CRD# 6529362) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eden Prairie, MN and has over 4 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|U.s. Bancorp Investments, Inc.||Eden Prairie, MN||Jan 2019 - Current||3|
|Unemployed||Edina, MN||Aug 2018 - Dec 2018||< 1|
|Robert W Baird & Company, Incorporated||Minnetonka, MN||Nov 2017 - Aug 2018||< 1|
|Woodbury Financial Services Inc.||Edina, MN||Dec 2016 - Nov 2017||< 1|
|Pathway Financial Advisors||Edina, MN||Sep 2015 - Nov 2017||2|
|Parenting||Edina, MN||Nov 2012 - Sep 2015||2|
|Vee Corporation||Minneapolis, MN||Jul 2004 - Oct 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management12,843MILLIONS
Total Number of Accounts48,357ACCOUNTS
Average Account Value$265,594
- 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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