Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Chase Lee is an investment advisor representative with Doxa Capital, LLC in Arlington, VA, and has been in the industry since 2012. Robert Chase Lee has a Series 7, Series 31, Series 66 and SIE licenses. Robert Chase Lee is also a Chartered Financial Analyst. Doxa Capital, LLC provides portfolio management for individuals and financial planning services. Robert Chase Lee has 69 total client accounts, with 65 discretionary and 4 non-discretionary. Doxa Capital, LLC manages approximately $59 million in regulatory assets under management (AUM).
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.
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.
A percentage of the total value of assets under management is charged.
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VA
04/02/2015 - Present
Doxa Capital, LLC (ARLINGTON VA)
VA
09/14/2012 - 04/09/2015
MORGAN STANLEY (ALEXANDRIA VA)
BOTH
Issued 10/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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