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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Don Lee is a financial advisor at Cetera Investment Advisers LLC, with over 30 years of experience in the financial industry. Larry Don Lee is registered with the state of Texas as both a broker-dealer and an investment advisor. Larry Don Lee is also registered with the state of Georgia and New Mexico as a broker-dealer. Larry Don Lee has a Series 6, 7, 63, and 65 license. Larry Don Lee is also a Chartered Financial Consultant (ChFC). Larry Don Lee specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Larry Don Lee also has experience in providing educational seminars. Larry Don Lee is currently employed by Cetera Investment Advisers LLC. In the past, Larry Don Lee has worked at VOYA FINANCIAL ADVISORS, INC, OMEGA SECURITIES, INC, MANULIFE FINANCIAL SECURITIES LLC, CAPITAL WEST INVESTMENT GROUP, INC, MANEQUITY, INC, PHILADELPHIA LIFE ASSET PLANNING COMPANY, and INTEGRATED RESOURCES EQUITY CORPORATION. Larry Don Lee has been a registered representative since 1983 and an investment advisor since 2010.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (CANYON TX)
TX
07/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CANYON TX)
TX
11/10/1998 - 06/30/2004
OMEGA SECURITIES, INC. (FORT WORTH TX)
MA
05/25/2000 - 06/05/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
NA
07/31/1998 - 11/11/1998
CAPITAL WEST INVESTMENT GROUP, INC.
TX
05/09/1997 - 07/28/1998
OMEGA SECURITIES, INC. (FORT WORTH TX)
MA
07/14/1993 - 07/27/1998
MANEQUITY, INC. (BOSTON MA)
IN
05/24/1988 - 12/31/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
11/25/1983 - 06/10/1988
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 4/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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