Vincent Lee, CFP
Coldstream Capital Management, Inc.
Certified Financial Planner in Bellevue, WA
Address:1 100th Ave NE Ste 102
Bellevue, WA 98004
About Vincent Lee
Vincent Lee is a financial professional at Coldstream Capital Management, Inc. located in Bellevue, Washington. Vincent 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
Vincent 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:
Vincent Lee1 100th Ave NE Ste 102
Bellevue, WA 98004
Phone Number:
Click to Show
Website:
http://www.coldstream.com
More Certified Financial Planners
Looking for a financial advisor located near Bellevue, Washington? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.