2014 -2022 First Vice President - Financial Advisor @
2002 -2014 Associate Vice President - Investments @
2002 -2008 Financial Consultant @ AG Edwards & Sons, Inc.
Todd Lee Education
Georgia State University
Master of Arts and PhD Studies (Modern European History)
1991-1998
Hardin-Simmons University
BA (History, English)
1986-1990
Rangeview High School
Diploma
1984-1986
Todd Lee Skills
Investments
Social Media
Fixed Annuities
401k
Wealth Management
Sales
Mutual Funds
Todd Lee Summary
Todd Lee, based in Peoria, AZ, US, is currently a Senior Vice President, Financial Advisor at Baird. Todd Lee brings experience from previous roles at RBC Wealth Management, Wells Fargo Advisors and AG Edwards & Sons, Inc.. Todd Lee holds a 1991 - 1998 Master of Arts and PhD Studies in Modern European History @ Georgia State University. With a robust skill set that includes Investments, Social Media, Fixed Annuities, 401k, Wealth Management and more. Todd Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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