DAVID LEE, ChFC®

Senior Financial Advisor

Managing Director - Investment Officer

Address: 7779 N WICKHAM RD, FLOOR 1 , MELBOURNE , FL 32940
Phone: 321-806-9199 
Email: David.P.Lee@wellsfargo.com Compose mail in a new window

My Background

My Associate(s): Deborah Kendrick, Senior Registered Client Associate

My Experience

  • 2015 - Present : Wells Fargo Advisors - Sr. Financial Advisor
  • 2008 - 2015 : Morgan Stanley - Financial Advisor
  • 2000 - 2008 : Wachovia Bank - Financial Sales Leader

My Education & Credentials

  • University of Florida - Bachelor of Science in Business Admin - Finance Major
  • PIM Portfolio Manager
  • Senior Fundamental Choice Portfolio Manager

My Community Involvement

  • Treasurer of the Space Coast Chinese American Association
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT
DAVID LEE: Financial Advisor: Wells Fargo Clearing Services, LLC