Chrissy Lee
- Role
- Chief Operating Officer at Merit Financial Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Chrissy Lee
Chrissy serves as Chief Operating Officer at Merit Financial Advisors, managing the…
Experience
Chief Operating Officer
Oct 2022 — Present
Responsible for the day-to-day operations of the firm. Working with the departments to streamline business operations, create processes, and strategically expand the customer experience through state of the art resources. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Investment advice offered through Merit Financial Group, a registered investment advisor. Merit Financial Group and Merit Financial Advisors are separate entities from LPL Financial. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Skills
- Series 7
- Financial Advisory
- Accounting
- Mutual Funds
- Alternative Investments
- Management
- Series 63
- Asset Management
- Financial Services
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