Larry Lee
Larry Lee is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Canyon, TX, with 39 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1420 4th Avenue Ste 26, Canyon, TX, 79015
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry owns Don Lee, CLU, Inc., selling insurance, securities, and investment products, and is an independent insurance agent, both full-time. He also owns Triple Lee Enterprises LLC (grasslands) and Lee Financial Group (financial services and fixed insurance sales, about a quarter of his time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Manulife Financial Securities LLCBroker
Omega Securities, INC.Broker
Capital West Investment Group, INC.Broker
Omega Securities, INC.Broker
Manequity, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Integrated Resources Equity CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kassidy Pagett, CFPEdward Jones
- Walter Shuman, CFP, ChFCEdward Jones
- Andrew Holt, ChFCLPL Financial LLC