Christy R. Lee
Professional summary
Christy Ross Lee, who also goes by Christy Denise Ross, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.
Christy is registered as a RR (Registered Representative) and started their career in finance in 2005. Christy has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Christy Ross Lee's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2026 - Present
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
Office #1: 1600 Pennsylvania Ave., Mcdonough, GA 30253December 3, 2020 - May 5, 2026
MILLENNIUM ADVISORS, LLC
June 19, 2018 - September 27, 2019
TEACHERS PERSONAL INVESTORS SERVICES, INC.
May 24, 2018 - June 12, 2020
NUVEEN SECURITIES, LLC
October 17, 2014 - April 5, 2017
TEACHERS PERSONAL INVESTORS SERVICES, INC.
February 1, 2012 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 25, 2005 - April 9, 2007
TRUIST SECURITIES, INC.
July 25, 2005 - January 6, 2012
TRUIST INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/19/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
CRD#: 7388 / SEC#: , 8-21584
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN GLOBAL WEALTH SERVICES, INC. | OWNER | |
| CIANTRO, PHILIP | FINOP | 2350685 |
| FAULK, RACHEL | CHIEF COMPLIANCE OFFICER | 7712313 |
| MAY, JAMES DAVID | VP OF REPRESENTATIVE AND CLIENT RELATIONS | 1601422 |
| WEBB, JAMES RANDALL | CEO | 2089446 |
| WEBB, JAMES RANDALL | CHIEF OPERATIONS OFFICER | 2089446 |
| WEBB, JAMES RANDALL | PRESIDENT | 2089446 |
Red Flags
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