Bryan Keith Lee
Amministratore Delegato presso Strategic Financial Planning, Inc. (Texas)
Posizioni attive di Bryan Keith Lee
Società | Posizione | Inizio | Fine |
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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. | Amministratore Delegato | 01/08/1999 | - |
Responsabile della Conformità | 01/08/1999 | - | |
Fondatore | 01/08/1999 | - | |
Presidente | 01/08/1999 | - |
Storia della carriera di Bryan Keith Lee
Formazione di Bryan Keith Lee
University of North Texas | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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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 |
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