Daniel Lee

Independent Wealth Advisor | Helping You Make Better Financial Decisions | Planning For The Life You’d Like To Lead

Role: Wealth Advisor at Karen Lee And Associates, Llc
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Daniel Lee

At Karen Lee and Associates, years of experience allow us to guide you in the multitude…

Experience

Wealth Advisor
Karen Lee And Associates, Llc
Apr 2019 — Present · Dunwoody, GA, US
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see Contact info above. For a list of states in which licensed representatives in our office are to conduct securities business visit my website at Third party posts found on this profile do not reflect the vies of LPL Financial amd have not been reviewed by LPL Financial as to accuracy or completeness.

Contact information

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Work email
•••••@karenleeandassociates.com
Personal email
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Current company

Karen Lee And Associates, Llc

Financial Services · 12 employees · Atlanta, Georgia, United States

At Karen Lee and Associates, we understand the importance of planning for the life you wish to lead. As a family-owned, multigenerational financial planning firm, we exist to serve and guide you through the everchanging world of personal finance, so you can feel the confidence and peace of mind that comes with knowing you did well financially for yourself and those you care about most. From our family to yours, we look forward to helping you plan for that life!

karenleeandassociates.com

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