Michael Chun Lee

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

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

• 01/2013 → 02/2022
  Trg
  San Diego, CA
• 03/2014 → 09/2022
  Fsc
  San Diego, CA
• 09/2022 → Present
  Farther Finance Advisors
  San Lorenzo, CA

Previous Registrations

• 2018-01-29 → 2022-10-06
  The Retirement Group, Llc
  San Diego, CA
  San Lorenzo, CA
• 2015-03-30 → 2022-09-14
  Fsc Securities Corporation
  San Diego, CA
  San Leandro, CA
• 2022-02-28 → 2022-03-02
  Farther
  San Francisco, CA
  San Leandro, CA
• 2014-04-16 → 2017-12-31
  The Retirement Group, Llc
  San Diego, CA

Other Businesses

1) LEE INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2015 ADDRESS: 1137 Via Coralla, San Lorenzo CA 94580 DESCRIPTION: Insurance sales 2) THE RETIREMENT GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 252 SECURITIES TRADING HOURS: 252 START DATE: 04/01/2015 ADDRESS: 5414 Oberlin Dr #220, 220, San Diego CA 92121, United States DESCRIPTION: financial advisor

Exams

• S66 Uniform Combined State Law Examination
  2014-02-07