David Lee's Location
Citrus Heights, CA, US
David Lee's Education
- Long Beach State University
Bachelors of Science in Business Administration (Financial Management)
David Lee's Skills
- Wealth Management
- Mutual Funds
- Financial Planning
- Financial Advisory
David Lee's Summary
David Lee, based in Citrus Heights, CA, US, is currently a Financial Advisor, AAMS® at Edward Jones. David Lee holds a Bachelors of Science in Business Administration in Financial Management @ Long Beach State University. With a robust skill set that includes Wealth Management, Mutual Funds, Financial Planning, Financial Advisory and more, David Lee contributes valuable insights to the industry. David Lee has 1 email and 1 mobile phone number on RocketReach.
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