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Timothy Lee Location
San Diego, CA, US
Timothy Lee Work
2025 -now Financial Advisor @
2024 -2025 Associate Financial Advisor @
2021 -2024 Financial Planner @
2019 -2021 Associate Financial Planner @
2017 -2019 Client Support Specialist @
2016 -2016 Financial Representative @
2016 -2016 Financial Analyst Intern @
2015 -2015 Research and Operations Intern @
Timothy Lee Education
University of California, San Diego
Bachelor’s Degree (Economics)
2012-2016
Timothy Lee Summary
Timothy Lee, based in San Diego, CA, US, is currently a Financial Advisor at Secfi. Timothy Lee brings experience from previous roles at Secfi, Corient and eMoney Advisor. Timothy Lee holds a 2012 - 2016 Bachelor’s Degree in Economics @ University of California, San Diego. Timothy Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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