Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Henry Lee is a financial professional with over 4 years of experience in the financial services industry. Richard is a registered representative and investment advisor representative with State Farm Investment Management Corp. Richard holds Series 63, 6TO, and SIE licenses and is a Chartered Financial Consultant. Richard has experience working with individual and institutional clients, including investment companies. Richard has experience working with investment or commercial properties. Richard has experience working with a variety of clients including individuals, investment companies, insurance companies, and charitable organizations. Richard is committed to providing his clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TN
06/30/2023 - Present
State Farm Investment Management Corp. (Sparta TN)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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