personimage

David B. Lee

Capital Pacific Advisors L.L.C.

Financial Planner in Palos Verdes Peninsula, CA

Address:
609 Deep Valley Dr, Ste 200
Palos Verdes Peninsula, CA 90274
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About David B. Lee

David Lee is a financial professional at Capital Pacific Advisors L.L.C. located in Palos Verdes Peninsula, California. David 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

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

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

David Lee
609 Deep Valley Dr, Ste 200
Palos Verdes Peninsula, CA 90274

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for David B. Lee

Looking for a financial advisor located near Palos Verdes Peninsula, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.