Christopher Lee is a CFA-designated registered investment advisor, based in San Francisco, CA, with 9 years of industry experience.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a Senior VP of Product Management at Vest Financial LLC, an investment advisory firm, dedicating full-time hours to this role. He is also a co-owner of Redplate Capital LLC, an investment-related business, but currently spends no time on it as his parent manages it.
Employment History
Current Registrations
Vest Securities, LLC
Vest Securities, LLCBroker
Vest Financial LLC
Previous Registrations
First Dominion Capital CORP.Broker
State Registrations2 states
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