Financial Advisor
CurrentHelping clients achieve their financial goals through wealth management, financial planning, and retirement services.
Oct 2023 - Present
AeroLeads people directory · profile
Ryan Lee Email & Phone Number
Financial Advisor at Guided Path Financial
at
Guided Path Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Guided Path Financial
Location
Plano, Texas, United States
Company size
Who is Ryan Lee? Overview
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Quick answer
Ryan Lee is listed as Financial Advisor at Guided Path Financial at Guided Path Financial, a company with 5 employees, based in Plano, Texas, United States. AeroLeads shows a matched LinkedIn profile for Ryan Lee.
Ryan Lee previously worked as Financial Advisor at Guided Path Financial and Paraplanner at Guided Path Financial. Ryan Lee holds Bachelor Of Business Administration - Bba, Risk, Insurance, And Financial Services from University Of North Texas.
Company email context
Email format at Guided Path Financial
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Guided Path Financial
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Profile bio
About Ryan Lee
I am a Financial Advisor for Guided Path Financial providing retirement, investment, and insurance services across DFW.
Listed skills include Microsoft Office, Microsoft Powerpoint, Microsoft Excel, Communication, and 6 others.
Current workplace
Ryan Lee's current company
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Guided Path Financial
6 roles
Ryan Lee work experience
A career timeline built from the work history available for this profile.
Paraplanner
Dec 2021 - Oct 2023
Student Intern
Sep 2021 - Dec 2021
Equipment & Safety Manager
Serving in campus leadership role over 200+ staff members while maintaining equipment and safety standards across camp grounds.
May 2020 - Aug 2021
Warehouse Associate
Jan 2021 - May 2021
Camp Counselor
Served 300+ families in any way possible, including on the ropes course, athletic fields, and cafeteria, while also building relationships with our campers and leading them through daily Bible studies.
May 2019 - Aug 2019
1 education record
Ryan Lee education
FAQ
Frequently asked questions about Ryan Lee
Quick answers generated from the profile data available on this page.
What company does Ryan Lee work for?
Ryan Lee works for Guided Path Financial.
What is Ryan Lee's role at Guided Path Financial?
Ryan Lee is listed as Financial Advisor at Guided Path Financial at Guided Path Financial.
Where is Ryan Lee based?
Ryan Lee is based in Plano, Texas, United States while working with Guided Path Financial.
What companies has Ryan Lee worked for?
Ryan Lee has worked for Guided Path Financial, Kanakuk, and Twice As Nice.
Who are Ryan Lee's colleagues at Guided Path Financial?
Ryan Lee's colleagues at Guided Path Financial include Bryn Henry and Claudia Perez Brown.
How can I contact Ryan Lee?
You can use AeroLeads to view verified contact signals for Ryan Lee at Guided Path Financial, including work email, phone, and LinkedIn data when available.
What schools did Ryan Lee attend?
Ryan Lee holds Bachelor Of Business Administration - Bba, Risk, Insurance, And Financial Services from University Of North Texas.
What skills is Ryan Lee known for?
Ryan Lee is listed with skills including Microsoft Office, Microsoft Powerpoint, Microsoft Excel, Communication, Creativity Skills, Social Media, Time Management, and Leadership.
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