EMILY N LEE is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2024-01-02 | present | Yes |
| CONCORD WEALTH PARTNERS | 2021-12-06 | 2024-01-02 | — |
| CWM, LLC | 2019-05-06 | 2021-12-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-05-14 | 2019-04-10 | — |