Richard Lee
Richard Lee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beaverton, OR, with 9 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
8700 SW Nimbus Ave, Beaverton, OR, 97008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is an associate/employee at Addison Avenue Investment Services and a financial advisor at First Tech Federal Credit Union. Both roles involve providing financial advice and each takes about half of Richard's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
State Registrations26 states
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