Soo J Lee is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with WEALTH PLANNING ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH PLANNING ADVISORS LLC | 2025-10-21 | present | Yes |
| PNC WEALTH MANAGEMENT | 2015-10-16 | 2017-06-30 | — |
| PARK AVENUE SECURITIES LLC | 2015-02-05 | 2015-10-09 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-01 | 2015-01-26 | — |