Bryan Keith Lee

Amministratore Delegato presso Strategic Financial Planning, Inc. (Texas)

Finance

Consumer Services

Profilo

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.

Posizioni attive di Bryan Keith Lee

Società	Posizione	Inizio
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.	Amministratore Delegato	01/08/1999

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Formazione di Bryan Keith Lee

University of North Texas

Masters Business Admin

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Aziende private

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Società collegate

Aziende private	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