John D Lee
MemberVantage Wealth Management, LLCCRD 5204771
About John D Lee
John D Lee is listed as Member at Vantage Wealth Management, LLC in San Mateo, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Vantage Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John D Lee work?
John D Lee is listed as Member at Vantage Wealth Management, LLC on SEC Form ADV.
How much of Vantage Wealth Management, LLC does John D Lee own?
Form ADV reports a beneficial ownership band of 10-25%.
Vantage Wealth Management, LLC
| Title | Member |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2015 |