Kenneth Lee, financial advisor Long Beach CA

Kenneth Lee

CRD Number: 2062276
Current Firm: Clg LLC

Kenneth Lee (CRD# 2062276) is an Investment Advisor Representative working at Clg LLC in Long Beach, CA and has over 28 years of experience in the finance industry. Kenneth Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investment Albany, NY Jan 2024 - Current < 1
Super Ag, Ltd Las Vegas, NV Nov 2021 - Current 2
Clg, LLC Gardena, CA Mar 2017 - Current 6
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Dec 2023 < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Dec 2023 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Kenneth S. Lee
Phone Number: (310) 329-5150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    801
    MILLIONS
  • Total Number of Accounts
    2,282
    ACCOUNTS
  • Average Account Value
    $350,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA

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