Virginia Lee
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 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 fee
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.
- Creative Planning, LLCApr 2026 to now
- J.P. Morgan Securities LLCAug 2023 to Apr 2026
- JPMorgan Chase Bank, N.A.Aug 2023 to Apr 2026
- Bank of America, N.A.May 2023 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to Aug 2023
- Fidelity Personal and Workplace AdsivorsDec 2020 to May 2023
- Fidelity Brokerage Services LLCNov 2019 to May 2023
- Fidelity InvestmentsNov 2019 to May 2023
- J.P. Morgan Securities LLCJun 2019 to Nov 2019
- JPMorgan Chase Bank, N.A.Jun 2019 to Nov 2019
- UnemployedMay 2019 to May 2019
- AXA Advisors, LLCDec 2018 to Mar 2019
- Equitable Financial Life Ins CoDec 2018 to Mar 2019
- Equitable Advisors, LLCSep 2018 to Apr 2019
- Dacha Prime, LLCSep 2017 to Dec 2017
- San Francisco State UniversityAug 2015 to Dec 2018
- Kuman Math and Reading CenterNov 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 7004882
- Firm CRD
- 105348