Lancelot Lee
Lancelot Lee is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5252 Westchester Street Suite 118, Houston, TX, 77005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lancelot serves on the Planning and Zoning committee for the City of Spring Valley Village, dedicating minimal time to this role. He also works as a financial advisor for Centre Wealth Management, spending about half his time on financial planning and investment advising.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Aig Capital Services, INC.Broker
Pacific Select Distributors, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Pacific Select Distributors, INC.Broker
Mutual Service CorporationBroker
Pacific Select Distributors, INC.Broker
State Registrations15 states
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