Ryan Lee

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2021 → 12/2023
  Guided Path Financial
  Plano, TX
• 05/2021 → 08/2021
  Kanakuk Ministries
  Branson, MO
• 01/2021 → 05/2021
  Twice As Nice Retail
  Denton, TX
• 05/2020 → 08/2020
  Kanakuk Ministries
  Branson, MO
• 05/2019 → 05/2019
  Kanakuk Ministries
  Branson, MO
• 07/2013 → 08/2018
  Full-Time Student
  Mabank, TX
• 08/2018 → 05/2021
  Full-Time Student
  Denton, TX
• 12/2023 → Present
  Commonwealth Financial Network
  San Diego, CA
• 12/2023 → Present
  Guided Path Financial
  Plano, TX

Other Businesses

Fixed insurance sales; as of 07/27/2023; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-20