Richella Byrone Vincent Lee

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → Present
  Tiaa
  Mobile, AL
• 08/2014 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Mobile, AL

Previous Registrations

• 2013-07-15 → 2014-06-05
  Bb&T Investment Services, Inc.
  Hunt Valley, MD
  Timonium, MD
  Charlotte, NC
  Owings Mills, MD
  Baltimore, MD
  Baltimore, MD
  Catonsville, MD
• 2009-05-05 → 2013-07-10
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Columbia, MD
  Baltimore, MD
  Birmingham, AL
  Jackson, MS
• 2007-09-03 → 2009-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS

Other Businesses

AMBITION PREPARATORY CHARTER SCHOOL POSITION: general board member NATURE: Ambition is a K-8th charter school in Jackson, MS INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 5331 Clinton Boulevard, Jackson MS 39209, United States DESCRIPTION: I was asked to serve as a general board member for Ambition Prep Charter school in Jackson MS

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30

Other Names

• Richella Vincent
• Richella B Vincent
• Richella Byrone Vincent
• Richella Vincent Lee
• Richella B Vincent Lee