Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vada? Claim Your ProfileVada Lee is a financial advisor with over 30 years of experience in the industry. Vada has a strong track record of success working with individuals, families, and businesses. Vada currently works with LPL Financial LLC, where she has been since 2011. Prior to joining LPL, Vada worked with TD Private Client Wealth LLC. She has extensive experience in various areas of financial planning and investment management, including retirement planning, college savings, and estate planning. Vada has earned a number of licenses and certifications, including Series 6, 7, 63, 66, and SIE. She is committed to providing her clients with personalized financial advice and strategies to help them achieve their goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/03/2023 - Present
LPL Financial LLC (COLUMBIA SC)
SC
03/22/2021 - 03/24/2023
TD PRIVATE CLIENT WEALTH LLC (Greenville SC)
SC
03/06/2018 - 07/26/2019
TD PRIVATE CLIENT WEALTH LLC (COLUMBIA SC)
SC
10/11/2011 - 06/10/2016
LPL FINANCIAL LLC (COLUMBIA SC)
SC
02/27/2003 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA SC)
NY
10/29/1987 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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