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Richella Byrone Vincent lee

Tiaa-Cref Individual & Institutional Services, LLC

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About Richella Byrone Vincent lee

Richella Vincent Lee is an Investment Advisor Representative at Tiaa-Cref Individual & Institutional Services, LLC. Richella has over 15 years of experience in the financial services industry. Richella is registered with the state of Alabama and Mississippi. Richella provides financial planning, portfolio management for individuals, and selection of other advisers. Before joining Tiaa-Cref Individual & Institutional Services, LLC, Richella was employed by BB&T Investment Services, Inc., Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Richella Vincent lee is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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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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percentage of assets

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

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other

Compensation from affiliates

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Richella Vincent lee’s Registration & Firm History

AL

12/11/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Mobile AL)

MD

07/15/2013 - 06/05/2014

BB&T INVESTMENT SERVICES, INC. (TIMONIUM MD)

MD

05/05/2009 - 07/10/2013

WELLS FARGO ADVISORS, LLC (BALTIMORE MD)

MS

08/02/2007 - 02/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)

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Licenses & Designations

BOTH

Issued 08/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richella Byrone Vincent lee.
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