Michele Irene Lee

Michele Irene Lee is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC., CETERA INVESTMENT ADVISERS LLC.

Registration history (5)

FirmFromToCurrent
CETERA INVESTMENT ADVISERS LLC2025-09-05presentYes
AVANTAX PLANNING PARTNERS, INC.2021-09-16presentYes
AVANTAX ADVISORY SERVICES2019-10-252025-09-05
HEADQUARTERS ADVISORY GROUP, LLC2015-02-272021-12-31
1ST GLOBAL ADVISORS INC2007-03-092019-10-25

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