James Lee Email & Phone Number
President
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James Lee Location
- Saratoga Springs, NY, US
James Lee Work
- 1998 -now President @ Lee Wealth Management
- 1998 -now President @
James Lee Education
- University of Virginia
Bachelor of Arts - BA (Economics, Philosophy)
1984-1988 - College for Financial Planning
Chartered Retirement Planning Counselor™
- Fi360
Accredited Investment Fiduciary®
James Lee Summary
- James Lee, based in Saratoga Springs, NY, US, is currently a President at Lee Wealth Management. James Lee brings experience from previous roles at Lee Investment Management Llc. James Lee holds a 1984 - 1988 Bachelor of Arts - BA in Economics, Philosophy @ University of Virginia. James Lee has 1 mobile phone numbers on RocketReach.
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