CM
Colin Michael Lee
CRD 6403591
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Horizon Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Horizon Advisors, Llc
Partner, Director Of Financial Planning · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗