Lee Claymore
Lee Claymore is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Centennial, CO, with 35 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6855 S Havana St Ste 270, Centennial, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Lee is the president and owner of Claymore Planning Inc. and Cirrus Financial Group Inc., a financial planning and securities business, dedicating full-time hours to this role. Lee also works as an insurance agent selling life, annuities, and long-term care products for various companies, spending a few hours per week on this activity. Finally, Lee teaches classes on Social Security and Medicare at Colorado Free University, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Spc
Parkland Securities, LLCBroker
Heartland Financial Consultants
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Workman Securities CorporationBroker
Gdn Securities, LTD.Broker
Amev Investors, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations11 states
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