Profil
Mr. Jack C.
Lee is Vice President-Investments & Financial Advisor at Allen & Co. of Florida, Inc.
Mr. Lee joined Allen & Co. in 2009.
He has been a financial advisor in Lakeland since 1982 and is focused on helping his clients establish workable financial strategies that encourage wealth building, retirement planning, and estate transfer.
He is a Chartered Retirement Planning Counselor and is also licensed in life and variable annuities.
His involvement in the Lakeland community includes membership in the Downtown Lakeland Kiwanis Club, Lakeland Chamber of Commerce and the Lakeland Economic Development Council.
Mr. Lee is a graduate of the University of Maryland.
Anciens postes connus de Jack Cotton Lee
| Sociétés | Poste | Fin |
|---|---|---|
Allen & Company of Florida LLC
 Allen & Company of Florida LLC Investment ManagersFinance Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients. | Corporate Officer/Principal | 01/03/2016 |
Formation de Jack Cotton Lee
| University of Maryland | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Allen & Company of Florida LLC
Allen & Company of Florida LLC Investment ManagersFinance Allen & Co. of Florida LLC (Allen & Co.) is an investment advisory firm headquartered in Lakeland, Florida. The firm was founded by George O. Craig and J. Everett Allen in 1932 as Craig-Allen Co. They are an indirect wholly-owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA). Allen & Co. manages the assets of individual and institutional clients. | Finance |
