Bryan Keith Lee

Director Ejecutivo en Strategic Financial Planning, Inc. (Texas) .

Consumer Services

Finance

Perfil

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.

Cargos activos de Bryan Keith Lee

Empresas	Cargo	Inicio
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.	Director Ejecutivo	01/08/1999

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Formación de Bryan Keith Lee.

University of North Texas

Masters Business Admin

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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