Ronald Lee
Ronald Lee is a registered investment advisor at Lee Capital Management #1 LLC, based in Long Beach, CA, with 40 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 1 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LCM's fees are negotiable and paid quarterly, either by direct billing or debiting the client's account.
Location
Long Beach, CA
Get directionsHistory
Regulatory History (2)
Regulatory
January 2023Customer Dispute
October 2015Other Business Activities
Ronald is a registered sales agent with the State of California, working with Engel & Volkers Real Estate since February 2019. He dedicates minimal time to real estate sales, including during trading hours.
Employment History
Current Registrations
Lee Capital Management #1 LLC
Previous Registrations
Lee Capital Management
Intrepid Securities, INC.Broker
Crowell, Weedon & CO.Broker
Sutro & CO. IncorporatedBroker
State Registrations1 state
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.