Ryan Douglas Lee

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2025 → Present
  Raymond James & Associates, Inc.
  Birmingham, AL
• 03/2020 → 06/2025
  The University Of Southern Mississippi
  Hattiesburg, MS
• 06/2019 → 02/2020
  University Of North Carolina At Greensboro
  Greensboro, NC
• 08/2016 → 06/2019
  Troy University
  Troy, AL
• 08/2013 → 05/2017
  Troy University
  Troy, AL

Exams

• S66 Uniform Combined State Law Examination
  2025-09-12

Other Names

• Ryan Lee