Josephine H Lee
Chief Compliance OfficerNew Insight Wealth AdvisorsCRD 6421461
About Josephine H Lee
Josephine H Lee is listed as Chief Compliance Officer at New Insight Wealth Advisors in San Ramon, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of New Insight Wealth Advisors
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Josephine H Lee work?
Josephine H Lee is listed as Chief Compliance Officer at New Insight Wealth Advisors on SEC Form ADV.
How much of New Insight Wealth Advisors does Josephine H Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
New Insight Wealth Advisors
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |