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professional profile

Dongjoon Lee, CFA, CFP

IAR Reno, NV CRD 6090737 Last verified October 2026

Overview

Dongjoon Lee is an investment adviser representative based in Reno, NV, with 14 years in the industry.

Years in the industry
14
States registered
5
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 5 states
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2012

Book and practice

Firm assets under management on file

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