Unclaimed Profile

Catherine Grace Lee

RDL FINANCIAL, INC.·FAIRFAX, Virginia

Clean recordRDL FINANCIAL, INC.

12701 FAIR LAKES CIRCLE, FAIRFAX, VA 22033CRD# 3115712Firm CRD# 111647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine Grace Lee · FAIRFAX, VA

Registration

CRD #3115712 · RDL FINANCIAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Catherine Grace Lee is a registered financial advisor based in FAIRFAX, Virginia, affiliated with RDL FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RDL FINANCIAL, INC.

WOLF GROUP CAPITAL ADVISORS

AUM

$527M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RDL FINANCIAL, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3115712

Firm CRD# 111647

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Catherine Grace Lee offer?

Catherine Grace Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Catherine Grace Lee's credentials?

Catherine Grace Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Grace Lee located?

Catherine Grace Lee is based in FAIRFAX, Virginia, working with RDL FINANCIAL, INC.. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Catherine Grace Lee charge for services?

Catherine Grace Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RDL FINANCIAL, INC.?

RDL FINANCIAL, INC. has approximately 13 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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