CHAD DAVID LEE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-04-28 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-04-22 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-22 | 2025-03-31 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2019-11-08 | 2021-11-02 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2015-01-14 | 2019-10-18 | — |