Chrissy Lee Location
Atlanta, GA, US
Chrissy Lee Work
- 2022 - now Chief Operating Officer @ Merit Financial Advisors
- 2007 - 2022 Chief Operating Officer and President @ Asteria Wealth and Kalos Financial, Inc.
- 2006 - 2006 Operations Manager @ Farmers Insurance
Chrissy Lee Skills
- Series 7
- Financial Services
- Accounting
- Financial Advisory
- Asset Management
- Management
- Mutual Funds
- Series 63
- Alternative Investments
- Trading
Chrissy Lee Summary
Chrissy Lee, based in Atlanta, GA, US, is currently a Chief Operating Officer at Merit Financial Advisors. Chrissy Lee brings experience from previous roles at Asteria Wealth and Kalos Financial, Inc. and Farmers Insurance. With a robust skill set that includes Series 7, Financial Services, Accounting, Financial Advisory, Asset Management and more. Chrissy Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Merit Financial Advisors Employees
-
Kay Mayhue
President at Merit Financial Advisors
Alpharetta, GA, US15 -
Chrissy Lee
Chief Operating Officer at Merit Financial Advisors
Atlanta, GA, US21 -
45
-
23
-
Brian Andrew
EVP, Chief Investment Officer at Merit Financial Advisors
Alpharetta, GA, US3 -
Mark Christensen
Chief Compliance Officer at Merit Financial Advisors
Myrtle Beach, SC, US13 -
John Cote
Chief Growth Officer at Merit Financial Advisors
Atlanta, GA, US45+ -
Doug Baxley
Chief Compliance Officer at Merit Financial Advisors
Farragut, TN, US13 -
33
-
David Wahlen
Vice President, Strategic Partnerships at Merit Financial Advisors
Chapel Hill, NC, US23 -
35+
-
12
-
5+5+
-
Michele Pfs
Regional Vice President, Partner at Merit Financial Advisors
Kansas City, MO, US2 -
Zachary Green
Regional Vice President at Merit Financial Advisors
Wilmington, NC, US23
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