Robert Gene Lee

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Citigroup Global Markets Inc
  Glendale, CA

Previous Registrations

• 2010-03-02 → 2010-04-29
  Afa Advisor Services Llc
  Calabasas, CA
  Calabasas, CA
• 2005-04-29 → 2007-05-18
  Banc Of America Investment Services, Inc.
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-01
• S63 Uniform Securities Agent State Law Examination
  2000-10-20