Eric Kee is a registered investment advisor, based in Lakewood, CO, with 28 years of industry experience.
Location
870 Kipling Street, Suite A and B, Lakewood, CO, 80215
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Regulatory History (1)
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Customer Dispute
September 2020Denied
Other Business ActivitiesSells Insurance
Eric works as an IAR for Kestra Advisory Services, dedicating over half of his time to this role. He also engages in public speaking on federal retirement and benefits and manages retail advisory accounts, spending about half his time on these activities, which include insurance and investment advisory services.
Employment History
Current Registrations
Kestra Investment Services, LLC
August 2018 - Present · 8 yrs 1 mo
Kestra Advisory Services, LLC
August 2018 - Present · 8 yrs 1 mo
Kestra Investment Services, LLCBroker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Personal Benefit Financial
September 2010 - March 2026 · 15 yrs 6 mos
Royal Alliance Associates, INC.Broker
May 2008 - August 2018 · 10 yrs 3 mos
Jackson National Life Distributors LLCBroker
July 2006 - May 2008 · 1 yr 10 mos
Fsc Securities CorporationBroker
May 2002 - July 2006 · 4 yrs 2 mos
Oneamerica Securities, INC.Broker
April 1999 - January 2002 · 2 yrs 9 mos
American United Life Insurance CompanyBroker
April 1999 - December 2001 · 2 yrs 8 mos
Oppenheimerfunds Distributor, INC.Broker
August 1997 - March 1999 · 1 yr 7 mos
Kemper Distributors, INC.Broker
January 1997 - April 1997 · 3 mos
State Registrations21 states
AZCACOCTFLGAHIIAILINKSMTNCNENMNVORTXUTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.