Lawrence Lee
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
18 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- China Cocina IncOct 2025 to now
- United Planners' Financial Services of America A Limited PartnerFeb 2025 to now
- United Planners Financial ServicesFeb 2025 to now
- Lawrence LeeNov 2008 to now
- Scf Investment Advisors, Inc.Jul 2016 to Feb 2025
- Scf Securities, Inc.Jul 2016 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4938914
- Firm CRD
- 20804