Bryan L. Lee
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan L Lee, who also goes by Bryan Leslie Lee, was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2014. Bryan had worked at 2 firms and has passed the Series 63 and Series 65 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 30, 2015 - April 16, 2021
PFE ADVISORS, INC.
August 1, 2014 - October 30, 2015
PSA FINANCIAL ADVISORS INC
State Registrations and Notice Filings
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Exams
Current Firm
PFE ADVISORS, INC.
CRD#: 144798 / SEC#: 801-68292
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
