Charles Randolph Lee

Current Employers

Employment History

• 03/2008 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2008 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Jupiter, FL
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Jupiter, FL
• 03/2015 → Present
  Lee Wealth Management Llc
  Jupiter, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jupiter, FL

Previous Registrations

• 2024-01-19 → 2024-05-31
  Osaic Wealth, Inc.
  Jupiter, FL
• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Jupiter, FL
• 2008-03-06 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Jupiter, FL
• 2006-11-28 → 2008-03-06
  Principal Securities, Inc.
  Jupiter, FL
• 2005-07-28 → 2006-11-03
  National Planning Corporation
  Juno Beach, FL
  Juno Beach, FL

Other Businesses

1. LEE WEALTH MANAGEMENT LLC. POSITION: Principal/Insurance Agent. NATURE: Licensed agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/17/2015 ADDRESS: 2074 W. Indiantown Rd., Suite 205, Jupiter FL 33458 DESCRIPTION: Offering life, health, disability, long term care and fixed annuities. 2. CHARLES R. LEE LICENSED REAL ESTATE BROKER. POSITION: Broker. NATURE: Real Estate Sales. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 401 Del Sol Circle, Tequesta FL 33469, United States DESCRIPTION: Real Estate Sales. 3. MARTHA E. LEE TRUST POSITION: Trustee NATURE: Rep's Sister's Irrevocable Trust created upon father's recent death INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2020 ADDRESS: 401 Del Sol Cir., Tequesta FL 33469, United States DESCRIPTION: Traditional Trustee Duties 4. CHARLES R. LEE IRREVOCABLE TRUST POSITION: Trustee NATURE: Deceased father's Irrevocable Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2020 ADDRESS: 401 Del Sol Cir, Tequesta FL 33469, United States DESCRIPTION: Traditional Trustee Duties 5. CHARLES R LEE POSITION: real estate broker NATURE: real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/1987 ADDRESS: 401 Del Sol Circle, Tequesta FL 33469, United States DESCRIPTION: only keep license to buyor sell personal real estate 6. LEE WEALTH MANAGEMENT, LLC POSITION: Principal NATURE: Insurance, Investments, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/06/2015 ADDRESS: 1662 N. US HWY 1, Suite A, Jupiter FL 33469, United States DESCRIPTION: Offering Life, Health, Disability, Long Term Care, Investments, Annuities, Financial Planning, etc. 7. LEE FAMILY TRUST POSITION: Trustee NATURE: Family Revocable Trust for Rep and his spouse INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2020 ADDRESS: 401 del Sol Circle, Tequesta FL 33469, United States DESCRIPTION: Co-Trustee of Family Trust with spouse 8. LEE WEALTH MANAGEMENT LLC POSITION: Principal/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/16/2015 ADDRESS: 1662 N. US Hwy 1, Suite A, Jupiter FL 33469, United States DESCRIPTION: Offering life, health, disability, long term care and variable, fixed indexed annuities, as well as managed accounts 9. MARTHA B LEE REVOCABLE TRUST POSITION: Trustee NATURE: My Mother's Revocable Trust, She's 93, she has resigned as Trustee and I'm Successor Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 ADDRESS: 401 Del Sol Circle, Tequesta FL 33469, United States DESCRIPTION: All of the Traditional duties of Trustee 10. SOCIETY FOR FINANCIAL AWARENESS POSITION: speaker NATURE: 501(c)3 that promotes financial literacy within the community INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 07/14/2023 ADDRESS: 1662 N US Hwy 1 Suite A, Jupiter FL 33469, United States DESCRIPTION: speaker using compliance approved materials

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-15
• S63 Uniform Securities Agent State Law Examination
  1998-02-11

Designations

Other Names

• Randy Lee
• C. Randolph Lee