Linda
Lee

Cetera Advisor Networks LLC

CRD#5865327
Investment Advisor
in Mystic, CT

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About this Advisor

Linda Lee is a financial advisor working in Mystic, Connecticut, with a total of 2 years of industry experience. Lee works at Cetera Advisor Networks LLC. Throughout their career, Lee has worked at Ing Financial Partners, Inc, Voya Financial Advisors, Inc and Cetera Advisor Networks LLC. Lee holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut. Cetera Advisor Networks LLC is a financial advisory business that has its headquarters in El Segundo, CA. The firm has offices in 889 locations and a total of 2,881 advisors. It oversees $47 billion in assets under management between its 192,956 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 664 charities and foundations. Of its 192,956 customer accounts, 27% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a broad array 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. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types charged by Cetera Advisor Networks LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

14-16 Mason'S Island Rd, Suite 2A
Mystic, CT 06355

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

CT Average: $7,578,581,321
Total Number of Employees

2,881

CT Average: 43
Total Number of Accounts

192,956

CT Average: 3,727
Average Account Size

$241,772

CT Average: $2,033,427

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

Linda Lee Work History

Linda has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cetera Advisor Networks LLC

2014 - 2021 (7 years)

Voya Financial Advisors, Inc

2012 - 2014 (2 years)

Ing Financial Partners, Inc

*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.

Disclosures

Please visit the SEC profile of Linda 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

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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