Name variants:
James Lee
Last updated May 27, 2024
Contact Information
Workplace
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Work History
Managing Partner
Phoenix, Las Vegas, Tucson, Albuquerque, San Diego, Los Angeles, El Paso
A holistic financial advisory firm with advisors located througout the Southwest. We provide financial planning, asset management strategies, insurance and employee benefit programs for ind...
from Jun 2008
Senior Partner, Investment Specialist
Las Vegas, Nevada Area
Financial Advisory
1995 — 2008
Education
1989 — 1994
Occupations
Executive
Owner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper