linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kellie Ann Lee

J.w. Cole Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kellie? Claim Your Profile

About Kellie Ann Lee

Kellie Ann Lee is a financial advisor with over 5 years of experience in the industry. Kellie is currently registered with J.w. Cole Financial, Inc. and has been with the firm since March 31, 2016. Before joining J.w. Cole Financial, Inc., Kellie worked at CAMBRIDGE INVESTMENT RESEARCH, INC. from March 9, 2015, to April 5, 2016. Kellie is licensed to conduct business in Florida and holds the Series 7 and SIE licenses.

Firm Information

Kellie Lee is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kellie Lee’s Registration & Firm History

FL

03/31/2016 - Present

J.w. Cole Financial, Inc. (Ponte Vedra Beach FL)

FL

03/09/2015 - 04/05/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (PONTE VEDRA BEACH FL)

Not sure if Kellie Ann Lee is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kellie Ann Lee.
Not sure if Kellie Ann Lee is right for you?