Chris S. Lee, CFP®
LPL Financial Advisor
Phone: (318) 572-0516
Email: chris.lee@lpl.com
I have been assisting small business owners and individuals work toward reaching their financial goals since becoming a registered representative and began practice as a financial consultant in 2000. My area of expertise and interests are in the areas of asset management, portfolio modeling, income/retirement planning, small business retirement plans, personal financial planning and institutional case design. My securities registrations include: Series 7, 24, 63, and 65 through LPL Financial. I am licensed to conduct business in the following states: AR, AZ, CA, FL, KS, LA, MI, MO, NC, OK, TN, and TX. I am also CERTIFIED FINANCIAL PLANNER™, professional. I hold license(s) and conduct certain business related to insurance in the following areas: Life, Annuity, and Long-Term Care. I graduated from Southern Arkansas University with a Bachelor of Business Administration-Marketing in 1999 where I was also a 3-year Letterman on SAU's 1997 Gulf South Conference Championship Football Team.
Personal Information & Community Involvement
My wife Polly and I are residents of Shreveport/Bossier City. My wife is a special education teacher for Caddo Parish Schools, where she loves to go to work every day. We are the proud parents of two daughters that keep us busy. I have been involved in various civic and community organizations including: being a featured guest on “Your Money Your Life” call in show on KTBS 3 following the financial crisis of 2008, where I was able to address financial concerns with our Ark-La-Tex fellow citizens. I enjoy volunteering at The Food Bank of Northwest Louisiana packing food boxes for senior shut-ins. I volunteer coach for Cabosa youth soccer and have volunteered by coaching aspiring high-school and college place-kickers. At the age of 30, I competed at Scout Camp Pro Football Combine (NFL, CFL and AFL) as placekicker and was ranked Pro-Prospect as a result of my performance. We are members of Shreveport Community Church. When I am not working, I enjoy being with my family and friends as well as being outdoors and competing in Marathons and Triathlon.