Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher David Lee is a financial professional with over 30 years of experience in the industry. Christopher David Lee is currently registered with LPL Financial LLC and is located in Leesville, Louisiana. Christopher David Lee also has prior experience with Lincoln Financial Securities Corporation and First Command Brokerage Services, Inc. Christopher David Lee is a Certified Financial Planner and Chartered Financial Consultant.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
05/16/2024 - Present
LPL Financial LLC (LEESVILLE LA)
LA
10/04/2022 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (LEESVILLE LA)
LA
11/13/1991 - 10/03/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (LEESVILLE LA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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