K
Lee
Syndicated Capital, Inc
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About this Advisor
K Lee is a financial advisor based in Diamond Bar, California, working with Syndicated Capital, Inc. K Lee has previously held a position at Syndicated Capital and has passed the Series 66 regulatory exam. K Lee is registered to provide services in California. Currently, K Lee is part of Syndicated Capital, Inc, which operates out of Diamond Bar, California. The firm has 6 offices and 12 employees. The firm manages assets totaling $115.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Syndicated Capital, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Syndicated Capital, Inc Brokerage Details
$115,319,317
12
436
$264,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
K Lee Work History
Syndicated Capital
Disclosures
Please visit the SEC profile of K 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 Syndicated Capital, Inc
Monrovia, CA
Monrovia, CA
Diamond Bar, CA
Flushing, NY
Bend, OR
Diamond Bar, CA
Diamond Bar, CA
Doylestown, PA
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