Emily N Lee
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2024 to now
- Cambridge Investment Research, Inc.Jan 2024 to now
- William King Museum of ArtMar 2023 to now
- Boys & Girls Club of Mountain EmpireSep 2022 to now
- Highlands Community ServicesJun 2015 to now
- Concord Wealth PartnersDec 2021 to Dec 2023
- Cetera Advisor EtworksJun 2019 to Dec 2021
- Carson WealthApr 2019 to Dec 2021
- Emory & Henry Alumni BoardJun 2017 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Apr 2019
- Birthplace of Country Music Inc.Jun 2014 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 5876856
- Firm CRD
- 134139