Lee Crpc Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Lee Crpc Location
- Virginia Beach, VA, US
Lee Crpc Work
- Financial Advisor @ (November 2024 - Present)
- VP-Financial Consultant @ (January 2022 - September 2024)
- Senior Financial Consultant @ (October 2020 - June 2024)
- Branch Manager @ (July 2018 - October 2020)
- Private Client Investment Consultant @ (July 2015 - October 2020)
- Investment Consultant @ (November 2006 - July 2015)
- Personal Banker @ (April 2004 - October 2006)
- Investment Representative @ (April 2003 - June 2004)
- Financial Representative @ (November 2001 - April 2003)
- Sales @ Fox Sports (September 1995 - October 2001)
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 1 emails and 1 mobile phone numbers on RocketReach.
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