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Christopher Sombatcharoen Lee

Commonwealth Retirement Investments LLC

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About Christopher Sombatcharoen Lee

Christopher Lee is a registered investment advisor representative with Commonwealth Retirement Investments LLC in Richmond, Virginia. Christopher has been in the financial services industry since September 2014. Christopher is a Certified Financial Planner™ professional and holds the Series 66 and Series 7 licenses. Christopher specializes in providing financial planning services to individuals, high-net-worth individuals, and charitable organizations. Commonwealth Retirement Investments LLC is an independent registered investment advisor firm. Christopher is committed to providing his clients with personalized investment advice and guidance.

Firm Information

Christopher Lee is currently registered with Commonwealth Retirement Investments LLC. Commonwealth Retirement Investments LLC is a registered investment advisor based in Richmond, VA. The firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $240 million in assets for 820 clients, including individuals, high-net-worth individuals, and charitable organizations. Commonwealth Retirement Investments LLC does not offer wrap fee programs.
Commonwealth Retirement Investments LLC

9030 STONY POINT PARKWAY

RICHMOND, VA 23235

$240.42M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Lee’s Registration & Firm History

VA

01/17/2020 - Present

Commonwealth Retirement Investments LLC (RICHMOND VA)

VA

09/22/2014 - 01/24/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 12/31/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Sombatcharoen Lee.
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