Lawrence Lee
Lawrence Lee is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Hayden, ID, with 37 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
162 E. Hayden Ave., Hayden, ID, 83835
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
Lawrence operates Lee Financial Services, a business involved in tax preparation and planning, payroll preparation, and the sale of insurance products since 1986; this takes about a quarter of his time. He also owns Alpha III Wealth Management, a DBA for branding and marketing purposes.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Ifg Network Securities, INC.Broker
Financial Network Investment CorporationBroker
State Registrations4 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
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