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K Pamela Lee

Syndicated Capital, Inc.

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About K Pamela Lee

K Pamela Lee is a financial advisor with Syndicated Capital, Inc. K Pamela Lee is currently registered as an Investment Advisor Representative in California, New Jersey, Pennsylvania, Virginia and Washington. K Pamela Lee has been in the securities industry since July 2010. K Pamela Lee is Series 66, Series 24, Series 99TO, Series 7 and SIE licensed. K Pamela Lee has worked at Syndicated Capital, Inc. for over 10 years and has over 20 years of experience in the financial industry. K Pamela Lee's firm focuses on financial planning and portfolio management for individuals and high net worth individuals. The firm has approximately 115 million in regulatory assets under management. K Pamela Lee's firm is committed to providing clients with personalized financial advice that meets their individual needs.

Firm Information

K Lee is currently registered with Syndicated Capital, Inc.. Syndicated Capital, Inc. is a California-based corporation that was formed in February 1986. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They are registered with the SEC and in all 50 states. Syndicated Capital, Inc. manages approximately $115,319,317 in assets for 436 clients.
Syndicated Capital, Inc.

21671 GATEWAY CENTER DRIVE

DIAMOND BAR, CA 91765

$115.32M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b1; ntf mutal fund service fees

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K Lee’s Registration & Firm History

CA

01/11/2024 - Present

Syndicated Capital, Inc. (DIAMOND BAR CA)

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Licenses & Designations

BOTH

Issued 09/18/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for K Pamela Lee.
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