Lee Sherlock, CFP®, MBA

VP - Financial Consultant

+1 757-807-2213

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 24, 63, 66 Securities Licenses

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2019-2021
  • Producing Branch Manager, TD Ameritrade, 2017-2019
  • Private Client Investment Consultant, TD Ameritrade, 2015-2017
  • Senior Financial Consultant, TD Ameritrade, 2006-2015

Education

  • BBA with a concentration in Finance, University of Texas - Arlington
  • MBA with a concentration in Financial Services, University of Dallas

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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