Welcome to Lee Wealth Management

CONNECT

Address:

1810 W 8th St Ste B
Cedar Falls, IA 50613

Phone:

(319) 266-0096

Fax/Other:

(319) 266-0097

James Lee

James Lee

LPL Financial Advisor

James has a background in finance and accounting, having previously worked as a public accountant and investment banker. James primarily focuses on portfolio construction and management, and the tax implications of investment decisions.

Phone (319) 266-0096
Fax (319) 266-0097
Mobile Phone (319) 240-5683