Christina Lee is a registered investment advisor at D.A. Davidson & CO., based in Bellevue, WA, with 11 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
10400 NE 4th St., Suite 400, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christina owns rental property in Lynnwood, WA since 2021, dedicating minimal time. She is also the treasurer for the Redmond High School Boys Golf Booster Club, spending a few hours per week for 2-3 months a year.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Foreside Fund Services, LLCBroker
Alps Distributors, INC.Broker
Gartmore Distribution Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations25 states
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