Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee is a financial advisor who has been in the industry since January 19, 1988. David Lee is currently registered with Commonwealth Financial Network and is also licensed in Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Iowa, Louisiana, Minnesota, Mississippi, New Mexico, New York, North Carolina, Oklahoma, Oregon, Tennessee, Texas, Virginia, and Washington. David Lee is a CERTIFIED FINANCIAL PLANNER™ professional. David Lee also owns and operates a tax preparation business, David Lee, LLC. David Lee is committed to providing clients with personalized financial advice and guidance. David Lee specializes in providing financial planning, investment management, and insurance services to individuals, families, and small businesses.
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.
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
TN
08/08/2007 - Present
Commonwealth Financial Network (MEMPHIS TN)
TN
01/20/1988 - 08/10/2007
H.D. VEST INVESTMENT SERVICES (MEMPHIS TN)
BC
Issued 12/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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