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Charles Lee

Nipun Capital Llc

Financial Planner in San Mateo, CA

Address:
393 Vintage Park Dr, Ste 220
San Mateo, CA 94404
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About Charles Lee

Charles Lee is a financial professional at Nipun Capital Llc located in San Mateo, California. Charles Lee holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Charles Lee provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Charles Lee
393 Vintage Park Dr, Ste 220
San Mateo, CA 94404

Phone Number: Click to Show
Website:

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