David Lee, CFP
BancWest Investment Services
Certified Financial Planner in Palo Alto, CA
https://advisors.bankofthewest.com/ca/palo-alto/531-cowper-street.html
Address:531 Cowper St
Palo Alto, CA 94301
About David Lee
David Lee is a financial professional at BancWest Investment Services located in Palo Alto, California. David Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Lee provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Lee531 Cowper St
Palo Alto, CA 94301
Phone Number:
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Website:
https://advisors.bankofthewest.com/ca/palo-alto/531-cowper-street.html
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