Lee R Roberts is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-03-18 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-05-09 | 2025-03-17 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2015-10-07 | 2023-03-01 | — |