Our financial advice team

George Lee, Financial Advisor serving the Denver, CO area - Ameriprise Advisors

George Lee

Financial Advisor

Vice President
North Legacy Advisors
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Retirement Planning Strategies
  • Charitable Giving

Previous experience

  • WELLS FARGO ADVISORS, 2008 - 2018
  • UBS FINANCIAL SERVICES INC., 1999 - 2008
  • EVEREN SECURITIES, INC., 1998 - 1999
  • PRINCIPAL FINANCIAL SECURITIES,INC., 1997 - 1998
  • PAINEWEBBER INCORPORATED, 1986 - 1997

Community participation

PGA Reach - Board of Trustees

Interests

  • Spending time with my family
  • Golf
  • Fly fishing
  • Pickleball
  • Water color/painting/drawing

My photos

3 albums
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