Daniel S Lee
Financial advisor at Brightplan LLC · San Jose, CA
Last updated 2026-10-10
Claim your profileDaniel S Lee is a financial advisor at Brightplan LLC in San Jose, CA, CRD 5836639. Licenses and exams on the registration: Series 65. IAPD registration began 2010-09-29.
Registration
- CRD number
- 5836639
- Registration status
- Active
- IAPD registration
- 2010-09-29
- Industry Experience
- 16 years
- Work Experience
- 11 years
- States registered
- CA, LA, NV, TX
Licenses and exams
- Series 65
Designations
- CFP®
- Chartered Financial Analyst
Work history
- 2015-01 to 2019-01 · Bingham, Osborn & Scarborough LLC · San Francisco, CA
- 2019-01 to 2021-08 · Plancorp, LLC · St. Louis, MO
- 2021-08 to Present · Brightplan, LLC · San Jose, CA
Current employment
- Brightplan LLC · San Jose, CA
Brightplan LLC
- Registered advisors
- 6
- Offices
- 7
- Clients per advisor
- 0.0 (Low)
Brightplan LLC: advisors, services and reported ETF investments
About
Daniel S Lee is a CFP®, Chartered Financial Analyst financial advisor at Brightplan LLC in San Jose, CA. Reported securities licenses include Series 65. The latest record indicates 16 years of industry experience and 11 years of reported work history.
Brightplan LLC's firm-level Form ADV reports 6 advisors across 7 offices; services including Financial Planning Services and Selection of Other Advisers.
What this firm offers
Filed by Brightplan LLC on Form ADV.
Client services
- Financial Planning Services
- Selection of Other Advisers
Fee options
- Fixed Fees (Other Than Subscription)
Location
333 West San Carlos Street, San Jose, CA 95110
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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