Sourcing
Firms
People
Sources
PRESTON A LEE
C
11
IAR CRD 5409842
·
Industry start 2010-04-12
Identity
Legal name
PRESTON A LEE
brokercheck
CRD
5409842
NPN
—
Career
Previous employments
MORGAN STANLEY
2023-01-11
E*TRADE SECURITIES LLC
2016-03-17
▸ Show all (+2)
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2010-04-12
brokercheck
Est. age
38
brokercheck
Age confidence
—
Est. birth year
1988
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
Firm affiliations
1
WEALTH MANAGEMENT CPAS, LLC
IAR
CRD 310096