John D Lee

Current Employers

Employment History

• 02/2015 → Present
  Lpl Financial, Llc
  San Mateo, CA
• 02/2015 → Present
  Vantage Wealth Management, Llc
  San Mateo, CA

Previous Registrations

• 2006-10-12 → 2015-02-09
  Securian Financial Services, Inc.
  San Mateo, CA

Other Businesses

1. 02/06/2015 - JOHN D. LEE CFP (R)/ NON-VARIABLE INSURANCE TRAILS ONLY/ 0%/ SAN MATEO, CA 2. 03/12/2025- JOHN D. LEE , THE SCHULTZ CELEBRITY GOLF CLASSIC, BOARD MEMBER, NON INVESTMENT RELATED, PO BOX 1945 WINDSOR CA 95492, ANNUAL FUNDRAISING GOLF TOURNAMENT FOR SONOMA COUNTY CHILDREN'S CHARITIES, BOARD MEETINGS, HELP WITH FUNDRAISING, ACTIVITIES; START DATE: 2024-12-04; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; WEBSITE ADDRESS FOR THE ORGANIZATION: HTTPS://THESCHULZ.ORG/;

Exams

• S66 Uniform Combined State Law Examination
  2006-09-27

Designations