RYAN WILLIAM LEE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2016-09-21 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-04-07 | 2016-08-11 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-07-14 | 2014-03-31 | — |
| TD AMERITRADE, INC. | 2010-07-14 | 2014-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2008-02-05 | 2010-07-16 | — |