Cetera Advisor Networks LLC
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About this Advisor
Ian Lee is a financial advisor who works in Concord, California who has 25 years of relevant experience. Lee is on the advisory team at Cetera Advisor Networks LLC. They have spent their entire employment at Cetera Advisor Networks Llc. Lee has a Series 63 license, designating them as a securities broker, and is registered to advise clients in California and Texas. Cetera Advisor Networks LLC is a financial advisory firm based out of El Segundo, CA. The firm has offices in 889 locations and a total of 2,881 financial advisors. It controls $47 billion in assets under management among its 192,956 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 664 charities and foundations. Of its 192,956 accounts, 27% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on the financial services. However, fee types billed by Cetera Advisor Networks LLC may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Cetera Advisor Networks LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ian Lee Work History
Ian has been registered as a financial advisor for 25 years.*
Cetera Advisor Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Ian Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Advisor Networks LLC
El Segundo, CA
Florham Park, NJ
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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