Fang-Hsi Lee is a registered investment advisor, based in Plano, TX, with 3 years of industry experience.
Location
450 Independence Pkwy, Suite 100, Plano, TX, 75075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fang-Hsi works as a tax accountant at Lam Po & Xu CPAs and is a partner at Paxel Consulting LLC, providing tax and wealth management services; both activities take up a full-time commitment. Fang-Hsi also owns a residential rental property, managed by a third party, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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