Terra Dawn Lee
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$501BFirm 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 feeCommissions
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
10 years in the industry.
- Raymond James & Associates, Inc.Aug 2017 to now
- Northwestern Mutual Investment Services, LLCNov 2016 to Aug 2017
- Northwestern Mutual Life Insurance CompanyNov 2016 to Aug 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TN).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5482698
- Firm CRD
- 705