professional profile
Adam William Lee, CFA
Overview
Adam William Lee is an investment adviser representative based in Oklahoma City, OK, with 5 years in the industry.
- Years in the industry
- 5
- States registered
- 1
- Exams passed
- 1
- Current firms
- 1
Contact
1 phone number on file
Registrations and licenses
- Registered in 1 state
Every state, with registration and license dates
Firms
- Castlepoint Wealth AdvisorsCurrent firm
Employment history since 2021
Book and practice
Firm assets under management on file
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