Ian Lee
Ian Lee is a registered investment advisor at Cetera Investment Advisers LLC, based in Concord, CA, with 32 years of industry experience. Ian 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
1390 Willow Pass Rd Ste 900, Concord, CA, 94520
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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
Ian sells fixed life, health, disability, annuities, and long-term care insurance with various companies. He also serves on the investment committee for Walnut Creek Presbyterian Church Foundation and the stewardship committee for Walnut Creek Presbyterian Church, dedicating minimal time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations16 states
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