Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
5yrs
Ranhee Lee
Financial advisor at LPL Financial
Ranhee Lee has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Tacoma, Washington. After a year at Advice and Planning Services and a year at Wells Fargo Advisors, Ranhee joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeTacoma, WA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowLPL Financial LLCCurrent firm
- Dec 2022 – Dec 2023
- Dec 2021 – Sep 2022Wells Fargo Clearing Services, LLCPreviously
Contact Ranhee
Tacoma, WAOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ranhee
Tailored to Ranhee’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ranhee
How do I contact Ranhee?
Call LPL Financial at (704) 733-3300 and ask for Ranhee Lee. Ranhee works from the Tacoma, WA office.
How long has Ranhee been a financial advisor?
Ranhee has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Ranhee hold?
Series 66. Tap any license on this page to see what it allows.
Is Ranhee a fiduciary?
Ranhee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ranhee paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ranhee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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