Bryan Keith Lee
Chief Executive Officer at Strategic Financial Planning, Inc. (Texas)
Bryan Keith Lee active positions
| Companies | Position | Start | End |
|---|---|---|---|
Strategic Financial Planning, Inc. (Texas)
 Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance Strategic Financial Planning, Inc. (SFP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Bryan Lee in 1999. SFP provides financial planning and wealth management services to individuals, high net worth individuals, pension plans, profit-sharing plans, charitable organizations, corporations and other business entities. | Chief Executive Officer | 01/08/1999 | - |
| Compliance Officer | 01/08/1999 | - | |
| Founder | 01/08/1999 | - | |
| President | 01/08/1999 | - |
Career history of Bryan Keith Lee
Training of Bryan Keith Lee
| University of North Texas | Masters Business Admin |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Strategic Financial Planning, Inc. (Texas)
Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance Strategic Financial Planning, Inc. (SFP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plano, Texas. The firm was founded by Bryan Lee in 1999. SFP provides financial planning and wealth management services to individuals, high net worth individuals, pension plans, profit-sharing plans, charitable organizations, corporations and other business entities. | Finance |
- Stock Market
- Insiders
- Bryan Keith Lee
- Experience
