Stephen Lee
Stephen Lee is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, MD, with 45 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
5950 Symphony Woods Road, Suite 412, Columbia, MD, 21044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is involved in several business activities, including Cherokeez Nuts LLC, a law office, Lee Financial Group Inc. (an RIA), Lee Investment Properties, Lee Properties (rental real estate), real estate brokerage, Symphony Woods LLC, and Wagener-Lee LLC (an RIA). Wagener-Lee LLC takes about half of Stephen's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Lee Financial Group, INC.
Wagener-Lee, LLC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Financial First Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Carey Jamison & CompanyBroker
Hibbard Brown & CO., INC.Broker
Mutual Service CorporationBroker
H. C. Copeland and Associates Equities, INC.Broker
Independent Financial Planners CorporationBroker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations33 states
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