Lee D Goss is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2017-01-20 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2015-04-08 | 2017-01-20 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-01-03 | 2013-12-16 | — |