Randall S. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Randall S. Lee, CFP®

CFP

TrustCore Financial, Inc.

5314 Maryland Wy, Ste 300
Brentwood, TN 37027
(615) 369-1430

General

Randall Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrustCore Financial, Inc. in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TN, KY, GA, NY
  • Health/disability insurance: TN, KY
  • Property/casualty: TN, KY
  • Fixed annuities: TN, KY
  • Variable annuities: TN, KY

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Insurance, Real Estate, Retirement

More

Helpful Financial Planning Resources