Christopher
Lee
Vest Financial LLC
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About this Advisor
Christopher Lee is a financial advisor based in San Francisco, California, working with Vest Financial LLC. Christopher has previously held positions at Cboe Vest Financial, First Dominion Capital Corp, and Vest Securities LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Christopher is part of Vest Financial LLC, which operates out of San Francisco, California. The firm has 27 employees and manages assets totaling $24.4 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Vest Financial LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vest Financial LLC Brokerage Details
$24,381,015,458
27
94
$259,372,505
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
Christopher Lee Work History
Vest Securities LLC
Cboe Vest Financial
First Dominion Capital Corp
Disclosures
Please visit the SEC profile of Christopher Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vest Financial LLC
San Francisco, CA
Mc Lean, VA
Mc Lean, VA
Tempe, AZ
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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