RR
Richard Rochester Lee
CRD 305422
Certified Financial Planner
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Lee Financial Company, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lee Financial Company, Llc
Chairman, Ceo & Founder · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗