Howard Lee's Location

San Jose, CA, US

Howard Lee's Education

  • University of California, Davis

    BA (English)

    1993 - 1998

Howard Lee's Skills

  • Series 7
  • Series 63
  • Series 24
  • Wealth Management
  • Mutual Funds
  • Investments
  • Investment Advisory
  • Asset Allocation
  • Retirement Planning
  • Asset Management

Howard Lee's Summary

Howard Lee, based in San Jose, CA, US, is currently a Managing Director at Buckingham Wealth Partners. Howard Lee holds a 1993 - 1998 BA in English @ University of California, Davis. With a robust skill set that includes Series 7, Series 63, Series 24, Wealth Management, Mutual Funds and more, Howard Lee contributes valuable insights to the industry. Howard Lee has 2 emails and 1 mobile phone number on RocketReach.

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