Virginia Lee is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-04-15 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2023-08-15 | 2026-04-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-06-07 | 2023-08-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-12-17 | 2023-05-04 | — |
| J.P. MORGAN SECURITIES LLC | 2019-06-23 | 2019-11-20 | — |
| EQUITABLE ADVISORS, LLC | 2019-03-12 | 2019-05-07 | — |