Adviser and broker representative · Lincoln Investment
Juliane A. Lee
CRD 1292207 · Waterford, MI
At a glance
Juliane A. Lee is an investment adviser representative with Lincoln Investment in Waterford, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Juliane’s SEC record dates to 2009, about 16 years ago. Juliane is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Lincoln InvestmentSince August 2010Waterford, MI · $22B in regulatory assets
- Capital AnalystsSince March 2016Waterford, MI · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Juliane’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.