Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Keith Lee is a financial advisor with Strategic Financial Planning, Inc. based in Plano, TX. Bryan has over 20 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 66 licenses. Bryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and charitable organizations. His firm manages over $165 million in assets for clients. Bryan's other businesses include Complete Health & Wellness and Brymor Development, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/07/2003 - Present
Strategic Financial Planning, Inc. (PLANO TX)
MA
11/20/1998 - 06/16/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
TX
01/09/1997 - 06/11/1997
1-800 MUTUALS, INC. (DALLAS TX)
RI
01/22/1994 - 09/26/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 01/13/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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