Chrissy Lee is a registered investment advisor, based in Alpharetta, GA, with 17 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chrissy is an Investment Advisor Representative with Merit Financial Group and provides administrative support to Stone Creek Capital Management. She also serves as COO for MFG Employment Services, MFG Securities LLC, and Merit Agency, dedicating minimal time to each role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Kalos Management
Kalos Capital, INC.Broker
State Registrations1 state
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