James O. Lee
Case Pearlman Retirement Plan Advisors, Llc
Financial Planner in Fort Myers, FL
Address:7780 Cambridge Manor Pl, Ste B
Fort Myers, FL 33907
About James O. Lee
James Lee is a financial professional at Case Pearlman Retirement Plan Advisors, Llc located in Fort Myers, Florida. James Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6 and S65. 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
James 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:
James Lee7780 Cambridge Manor Pl, Ste B
Fort Myers, FL 33907
Phone Number:
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Website:
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