LR
Lee Richardson
CRD 7288516
Firms
| Firm | Role | As of |
|---|---|---|
| Creative Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Creative Planning, Llc
Chief Risk And Chief Compliance Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗