Zachary Lee is a registered investment advisor, based in Tuscaloosa, AL, with 3 years of industry experience.
Location
1490 Northbank Pkwy, Tuscaloosa, AL, 35406
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Regulatory History
Clean regulatory record
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.
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Zachary is an assistant basketball coach at Brookwood High School, coaching students in basketball. This takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Stonex Securities INC.Broker
May 2023 - Present · 3 yrs
Stonex Advisors INC.
September 2022 - Present · 3 yrs 8 mos
State Registrations43 states
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Exams
No exam information available for this advisor.