Kory David Lee

Current Employers

Employment History

• 09/2014 → 03/2017
  Usaa Financial Advisors, Inc
  Atlanta, GA
• 09/2014 → 03/2017
  Usaa Financial Planning Services
  Atlanta, GA
• 03/2017 → 09/2017
  Fidelity Bank
  Atlanta, GA
• 10/2017 → 12/2020
  Joshua Cabinetry Llc
  Marietta, GA
• 12/2020 → 09/2021
  Personal Capital Advisors Corporation
  Duluth, GA
• 08/2021 → 04/2026
  Truist Investment Services, Inc.
  Atlanta, GA
• 08/2021 → 04/2026
  Truist Advisoryservices, Inc.
  Atlanta, GA
• 04/2026 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 04/2026 → Present
  Capfinancial Securities, Llc.
  Raleigh, NC

Previous Registrations

• 2021-12-02 → 2026-04-20
  Truist Advisory Services, Inc.
  Sarasota, FL
• 2020-12-11 → 2021-08-12
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Duluth, GA
• 2014-10-29 → 2017-03-23
  Usaa Financial Planning Services
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2014-04-07 → 2014-09-30
  Morgan Stanley
  Atlanta, GA
• 2012-08-22 → 2014-04-08
  Aprio Wealth Management, Llc
  Atlanta, GA
• 2012-05-08 → 2012-08-10
  Morgan Stanley
  Atlanta, GA
• 2009-10-07 → 2012-04-02
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 2009-06-01 → 2009-10-20
  Morgan Stanley
  Atlanta, GA
• 2007-07-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA

Other Businesses

RESIDENTIAL RENTAL PROPERTY POSITION: Landlord NATURE: I rent out a single-family home in Atlanta to tenants that I have no Financial Advisor business with. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: Atlanta GA, United States DESCRIPTION: I manage the maintenance of the home, and manage financials related to the home. ASOLO THEATRE INC. POSITION: Board Member NATURE: ASOLO Reparatory Theatre produces INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/27/2022 ADDRESS: Sarasota FL, United States DESCRIPTION: Attend Board Meetings Monthly During Theatre Season. Attend interviews and provide feedback for key hiring decisions. Review and vote on budget, Strategic initiatives, and special projects/events. Advocate for the success of the ASOLO and help expand audience base.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-22
• S66 Uniform Combined State Law Examination
  2007-07-20

Designations

Other Names

• Kory D Lee