Brett K. Lee
George K. Baum & Company
Financial Planner in San Clemente, CA
Address:209 Avenida Del Mar, Ste 207
San Clemente, CA 92672
About Brett K. Lee
Brett Lee is a financial professional at George K. Baum & Company located in San Clemente, California. Brett Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S52 and S63. 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
Brett 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:
Brett Lee209 Avenida Del Mar, Ste 207
San Clemente, CA 92672
Phone Number:
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Website:
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