Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Emiko Lee is an Investment Advisor Representative at IEQ Capital, LLC. Samantha has been registered with the state of California since August 18, 2022 and has experience in the financial services industry since January 2018. Samantha holds a Chartered Financial Analyst designation. IEQ Capital, LLC is an independent investment advisory firm specializing in providing financial planning and portfolio management services for individuals and businesses. The firm manages approximately $23.58 billion in assets.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/18/2022 - Present
IEQ Capital, LLC (FOSTER CITY CA)
Active
Inactive
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