Kimun Lee, financial advisor San Francisco CA

Kimun Lee

CRD Number: 2258706
Current Firm: Lee, Kimun

Kimun Lee (CRD# 2258706) is an Investment Advisor Representative working at Lee, Kimun in San Francisco, CA and has 1 year of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Kimun Lee San Francisco, CA Jan 1987 - Current 34
Kimun Lee Dba Resources Consolidated San Francisco, CA Jan 1980 - Current 41

Kimun Lee has no recent exams reported.
Contact Info for Kimun Lee
Phone Number: 415-421-9686
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $469,438
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA

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