Joyce Lee
Investment adviser representative at Capital Group Private Client Services, Inc.
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$48.4BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Capital Group Private Client Services, Inc.Mar 2025 to now
- Capital Group / Capital Group Private Client Services, Inc.Aug 2024 to now
- First Foundation AdvisorsNov 2015 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, IL, NV, NY, TX).
Capital Group Private Client Services, Inc.
$48.4BAssets managed
9,843Clients
105Advisers
5 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
- 6149798
- Firm CRD
- 312837