Gifford Lee is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2024-09-30 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2017-05-25 | 2024-10-01 | — |
| CAPITAL ONE ADVISORS, LLC | 2015-04-13 | 2017-03-24 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-01-10 | 2015-02-12 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2010-06-29 | 2011-12-20 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-01-06 | 2010-06-08 | — |
| CLEARBRIDGE INVESTMENTS, LLC | 2005-12-19 | 2008-12-15 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-09-15 | 2005-12-19 | — |