Young Lee
Young Lee is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 30 years of industry experience. Young 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
3701 Wilshire Blvd Ste 800, Los Angeles, CA, 90010
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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
Young is an insurance agent selling fixed insurance products since 1995, dedicating minimal time. He is also a director at Korean American Insurance and Financial Professional Assoc. and a branch manager at Chunha Insurance Services, Inc., selling fixed insurance and training agents, dedicating a few hours per week. Finally, Young is a producer at Hub International selling property and casualty insurance, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 states
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