Kory David Lee
Investment adviser representative at Captrust
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2TFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- CaptrustApr 2026 to now
- Capfinancial Partners, LLC. (captrust)Apr 2026 to now
- Capfinancial Securities, LLC.Apr 2026 to now
- Truist Advisoryservices, Inc.Aug 2021 to Apr 2026
- Truist Investment Services, Inc.Aug 2021 to Apr 2026
- Personal Capital Advisors CorporationDec 2020 to Sep 2021
- Joshua Cabinetry LLCOct 2017 to Dec 2020
- Fidelity BankMar 2017 to Sep 2017
- USAA Financial Advisors, IncSep 2014 to Mar 2017
- USAA Financial Planning ServicesSep 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 5271289
- Firm CRD
- 175112