Best Investors Account Sign in
Inactive

Joyce Lee

Capital Group Private Client Services, Inc.

Los Angeles, CA

Claim This Profile
Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-22
CA RA APPROVED 2025-03-06
IL RA APPROVED 2025-03-06
NV RA APPROVED 2025-03-06
NY RA APPROVED 2025-03-06
TX RA APPROVED 2025-03-06
  • GA RA
    APPROVED
    Since 2025-05-22
  • CA RA
    APPROVED
    Since 2025-03-06
  • IL RA
    APPROVED
    Since 2025-03-06
  • NV RA
    APPROVED
    Since 2025-03-06
  • NY RA
    APPROVED
    Since 2025-03-06
  • TX RA
    APPROVED
    Since 2025-03-06

Branch Locations

333 South Hope Street, Los Angeles, CA 90071 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Foundation Advisors Irvine CA 11/2015 07/2024
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 08/2024 Present
  • 11/2015 → 07/2024
    First Foundation Advisors
    Irvine, CA
  • 08/2024 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-30
  • S66 Uniform Combined State Law Examination
    2013-03-30
Designations
Other Names
  • Joyce K. Lee
  • Joyce Kyungsun Lee

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor