Lancelot Lee

Current Employers

Employment History

• 02/2014 → 11/2022
  Sunamerica
  Woodland Hills, CA
• 02/2014 → 11/2022
  Sunamerica Capital Services, Inc.
  Woodland Hills, CA
• 02/2023 → Present
  Raymond James Financial Services, Inc
  Houston, TX
• 03/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Houston, TX
• 03/2023 → Present
  Centre Wealth Management
  Houston, TX

Other Businesses

(1)Name of Business: Address: 1025 Campbell Rd, Houston, TX, 77055, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be on the Planning and Zoning committee for the City of Spring Valley Village in the Houston area. My duties are to hear and give my input on planning and zoning matters for the city. Primarily I will hear and give input on matters involving real estate variance requests from residents, zoning and rezoning within the city (residential, multi-family, and commercial), and building ordinance changes, and commercial and residential use requirements. (2)Name of Business: Centre Wealth Management Address: 5252 Westchester St Ste 118, Houston, TX, 77005-4143, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Centre Wealth Management is a DBA for our Raymond James commission and fee based business. I work in as a financial advisor doing business as Centre Wealth Management. I do financial planning for retirement and investment advising for clients. Some of the financial planning involves commission based recommendations as well as fee based.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-08

Designations