Bryan Keith Lee
Algemeen Directeur bij Strategic Financial Planning, Inc. (Texas)
Profiel
Mr. Bryan K.
Lee is a President & Chief Compliance Officer at Strategic Financial Planning, Inc. (Texas).
He began his financial career with Fidelity Investments in 1993.
He received his BBA degree in Finance from the University of North Texas and an MBA from the University of North Texas.
Actieve functies van Bryan Keith Lee
| Bedrijven | Functie | Begin |
|---|---|---|
Strategic Financial Planning, Inc. (Texas)
 Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance Strategic Financial Planning, Inc. (SFP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Bryan Lee in 1999. SFP provides financial planning and wealth management services to individuals, high net worth individuals, pension plans, profit-sharing plans, charitable organizations, corporations and other business entities. | Algemeen Directeur | 01-08-1999 |
Opleiding van Bryan Keith Lee
| University of North Texas | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
|---|---|
Strategic Financial Planning, Inc. (Texas)
Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance Strategic Financial Planning, Inc. (SFP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Bryan Lee in 1999. SFP provides financial planning and wealth management services to individuals, high net worth individuals, pension plans, profit-sharing plans, charitable organizations, corporations and other business entities. | Finance |
