Kevin Lee is a registered investment advisor, based in Anaheim, CA, with 18 years of industry experience.
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Pacific Point Securities, LLCBroker
December 2025 - Present · 5 mos
Centaurus Financial, INC.
September 2017 - Present · 8 yrs 8 mos
Centaurus Financial, INC.Broker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Newport Coast Securities, INC.Broker
June 2011 - September 2016 · 5 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2009 - March 2010 · 6 mos
Elm Money Management LLC
August 2009 - March 2010 · 7 mos
Grant Bettingen, INC.
December 2007 - August 2009 · 1 yr 8 mos
Grant Bettingen, INC.Broker
December 2007 - August 2009 · 1 yr 8 mos
Brookstreet Securities CorporationBroker
April 2007 - June 2007 · 2 mos
Mcl Financial Group, INC.Broker
March 2005 - January 2007 · 1 yr 10 mos
Morgan Stanley
March 2003 - June 2003 · 3 mos
Morgan Stanley Dw INC.Broker
December 2002 - June 2003 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.