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Lee Soule, CRPC

Lee Soule, CRPC

Financial Advisor

Followers of Lee Soule, CRPC232 followers
location of Lee Soule, CRPCPalm Harbor, Florida, United States

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  • Timeline

  • About me

    Paraplanner at Dynamic Wealth Advisors

  • Education

    • Villanova University

      1968 - 1972
      Bachelor of Science (BS) Finance

  • Experience

    • Ameriprise Financial Services, LLC

      Jan 1992 - Jan 1997
      Financial Advisor

    • Ameriprise Financial Services, LLC

      Jan 1998 - Jan 2002
      Field Vice President

    • Ameriprise Financial Services, LLC

      May 2002 - Dec 2009
      Group Vice President

    • Ameriprise Financial Advisors

      Jan 2010 - Jan 2011
      Field Vice President

    • Ameriprise Financial Services, LLC

      Jan 2011 - now

      • Paraplanner

        Jan 2018 - now

      • Financial Advisor

        Jan 2011 - now

  • Licenses & Certifications

    • CRPC

      College for Financial Planning