Max Lee Email & Phone Number

Independent Agent @ Creative Capital Solutions

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Max Lee Location

United States

Max Lee Work

2025 - now Independent Agent @ Creative Capital Solutions
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2025 - 2025 Client Advisor @ Compliance Exchange Group (CXG)
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2025 - 2025 Private Consultant @ Self-Employed

2023 - 2024 Vice President Wealth Manager @ Lido Advisors, LLC
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2022 - 2023 Financial Advisor @ Morgan Stanley
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Max Lee Education

Yale School of Management
2021 - 2021
College for Financial Planning
2017 - 2017
California State University, Long Beach
2010 - 2015

Max Lee Summary

Max Lee, based in United States, is currently a Independent Agent at Creative Capital Solutions. Max Lee brings experience from previous roles at Compliance Exchange Group (CXG), Self-Employed, Lido Advisors, LLC and Morgan Stanley. Max Lee holds a 2021 - 2021 Yale School of Management. Max Lee has 1 emails on RocketReach.

Max Lee Emails

Found 1 emails

@ccapsolution.com

Max Lee Phone Numbers

Found 1 phone numbers

214544XXXX

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