Client Relationship Manager
Anne Lee is a Client Relationship Manager and has been with The Sterling Group since 2013. As a CRM, she is responsible for assisting clients with the administration of their accounts. She currently maintains the following FINRA registrations with LPL Financial: Series 6, 7 and 63, in the state of California. Anne is a Registered Assistant with, and securities are offered through LPL Financial. Member FINRA/ SIPC.
Anne currently resides in Montrose with her husband and two tabby cats. She is an avid fiction reader and enjoys hiking and exploring the Los Angeles food scene.