FRANCES YOUNG LEE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2019-05-29 | present | Yes |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 2017-03-27 | 2019-05-20 | — |
| CAPITAL ONE ADVISORS, LLC | 2015-11-03 | 2016-11-09 | — |