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
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
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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
DAVID LEE: Financial Advisor: Wells Fargo Clearing Services, LLC
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