Francis J Lee is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with RWA WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP | 2023-02-27 | 2023-11-08 | — |
| RWA WEALTH PARTNERS, LLC | 2021-05-11 | present | Yes |
| FIDELITY PERSONAL TRUST COMPANY, FSB | 2001-04-06 | 2007-03-28 | — |
| STRATEGIC ADVISERS LLC | 1998-07-02 | 2009-11-02 | — |