Robin Lee is a registered investment advisor, based in Kokomo, IN, with 27 years of industry experience.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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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 →Other Business ActivitiesSells Insurance
Robin operates under the DBA Best Financial Services, selling independent life and health insurance. Robin is also a registered representative with Creative Financial Designs, Inc. and involved in LTC sales.
Employment History
Current Registrations
Creative Financial Designs, INC.
April 2008 - Present · 18 yrs 1 mo
Cfd Investments, INC.Broker
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
Next Financial Group, INC.
May 2006 - April 2008 · 1 yr 11 mos
Next Financial Group, INC.Broker
May 2006 - April 2008 · 1 yr 11 mos
Waddell & Reed, INC.
March 1999 - May 2006 · 7 yrs 2 mos
Waddell & Reed, INC.Broker
January 1999 - May 2006 · 7 yrs 4 mos
State Registrations11 states
ALARAZCOFLKSMOOKSCTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.