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Kang Lee

Citizens Securities, Inc.

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About Kang Lee

Kang Lee is a financial professional with over 6 years of experience in the industry. Kang has a background in investment advisory services, working with a variety of clients including individuals, corporations, and high-net-worth individuals. Kang is currently registered with Citizens Securities, Inc. in California as a Registered Representative and Investment Advisor Representative. Prior to joining Citizens Securities, Inc., Kang worked at J.P. MORGAN SECURITIES LLC, First Republic Securities Company, LLC and Purshe Kaplan Sterling Investments. Kang holds FINRA Series 7, Series 66, and Series 24 licenses. Kang’s areas of expertise include financial planning, portfolio management, and the selection of other advisors.

Firm Information

Kang Lee is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

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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percentage of assets

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

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Kang Lee’s Registration & Firm History

CA

06/04/2024 - Present

Citizens Securities, Inc. (GLENDALE CA)

CA

09/29/2023 - 05/14/2024

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

CA

09/27/2019 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)

CA

04/24/2018 - 10/16/2019

PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)

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Licenses & Designations

BOTH

Issued 07/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kang Lee.
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