Charles Lee
Nipun Capital Llc
Financial Planner in San Mateo, CA
Address:393 Vintage Park Dr, Ste 220
San Mateo, CA 94404
About Charles Lee
Charles Lee is a financial professional at Nipun Capital Llc located in San Mateo, California. Charles Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including . 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
Charles 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:
Charles Lee393 Vintage Park Dr, Ste 220
San Mateo, CA 94404
Phone Number:
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Website:
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