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Hyuk Lee

Charles Schwab & CO., Inc.

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About Hyuk Lee

Hyuk Lee is a financial advisor with Charles Schwab & CO., Inc. located in Leesburg, VA. Hyuk has been in the industry since August 3, 2000, and holds licenses for both broker-dealer and investment advisor activities. Hyuk has experience with several firms including USAA FINANCIAL ADVISORS, INC., FIDELITY BROKERAGE SERVICES LLC and CITIGROUP GLOBAL MARKETS INC. Hyuk also holds the Certified Financial Planner designation.

Firm Information

Hyuk Lee is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Hyuk Lee’s Registration & Firm History

VA

05/23/2020 - Present

Charles Schwab & CO., Inc. (Leesburg VA)

VA

11/06/2015 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (Vienna VA)

VA

03/22/2012 - 08/21/2015

FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)

MD

05/29/2007 - 09/19/2011

CITIGROUP GLOBAL MARKETS INC. (SILVER SPRING MD)

MD

07/23/2003 - 05/29/2007

CITICORP INVESTMENT SERVICES (SILVER SPRING MD)

MA

11/04/1999 - 07/08/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/04/1999 - 07/08/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Hyuk Lee.
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