William Joshua Lee is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with U.S. BANCORP ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | 2026-02-13 | present | Yes |
| U.S. BANCORP INVESTMENTS, INC. | 2025-09-08 | 2026-02-13 | — |
| LPL ENTERPRISE, LLC | 2024-09-23 | 2025-09-09 | — |
| CARTER, TERRY & COMPANY, INC. | 2024-04-08 | 2024-09-16 | — |
| MML INVESTORS SERVICES, LLC | 2023-07-11 | 2023-11-29 | — |
| SIGNATOR INVESTORS, INC. | 2014-08-07 | 2015-08-31 | — |