Lee Crpc Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Lee Crpc Location
- Virginia Beach, VA, US
Lee Crpc Work
- 2024 -now Financial Advisor @
- 2022 -2024 VP-Financial Consultant @
- 2020 -2024 Senior Financial Consultant @
- 2018 -2020 Branch Manager @
- 2015 -2020 Private Client Investment Consultant @
- 2006 -2015 Investment Consultant @
- 2004 -2006 Personal Banker @
- 2003 -2004 Investment Representative @
- 2001 -2003 Financial Representative @
- 1995 -2001 Sales @ Fox Sports
Lee Crpc Education
- The University of Dallas
Master of Business Administration (MBA) (Financial Services)
- The University of Texas at Arlington
Bachelor of Business Administration (BBA) (Finance, General)
Lee Crpc Skills
- Series 63
- Series 7
- Mutual Funds
- Investments
- Portfolio Management
- Business Development
- Investment Advisory
- FINRA
- Investment Strategies
- Wealth Management
- CRM
- Financial Services
- Relationship Management
- Asset Allocation
- Uniform Combined State Law
- 401k
- Retirement Planning
- Securities
- CRPC
- Financial Planning
- Series 66
- Series 24
Lee Crpc Summary
- Lee Crpc, based in Virginia Beach, VA, US, is currently a Financial Advisor at Wells Fargo Advisors. Lee Crpc brings experience from previous roles at Charles Schwab and TD Ameritrade. Lee Crpc holds a Master of Business Administration (MBA) in Financial Services @ The University of Dallas. With a robust skill set that includes Series 63, Series 7, Mutual Funds, Investments, Portfolio Management and more. Lee Crpc has 3 emails and 1 mobile phone numbers on RocketReach.
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