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Andrew J Lee

Ameriprise Financial Services, LLC

Vancouver, WA

Beaverton, OR

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-14
WA RA APPROVED 2023-04-14
  • TX RA
    APPROVED
    Since 2023-04-14
  • WA RA
    APPROVED
    Since 2023-04-14

Branch Locations

1499 Se Tech Center Pl Ste 220, Vancouver, WA 98683 • United States

Beaverton, OR • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 09/2013 04/2023
Bank Of America, N.A. Portland OR 10/2013 04/2023
Ameriprise Financial Services, Llc Vancouver WA 04/2023 Present
Previous Registrations
Other Businesses

Real Estate Ownership; Multi-Family; 5628 Willoughby Newton Dr, #15, Centreville, VA, 20120; Not Investment-Related; 01/01/2026.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-06
  • S66 Uniform Combined State Law Examination
    2011-01-06
Other Names
  • Jae Chul Lee
  • Andrew Lee

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA
ONEAMERICA SECURITIES, INC. · Vancouver, WA

More in Vancouver, WA

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