Cetera Advisor Networks LLC
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About this Advisor
Samuel Lee is a financial advisor working out of Roseburg, Oregon, with 5 years of industry experience. Lee is currently employed by Cetera Advisor Networks LLC. During their career, Lee has held roles at D.A. Davidson & Co, Cetera Advisor Networks LLC, Douglas County and River Ranch Camp Ground. Lee maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Oregon and Texas. Cetera Advisor Networks LLC is a business headquartered in El Segundo, CA. The investment advisory business has offices in 889 locations and a total of 2,881 financial advisors. It handles $47 billion in assets among its 192,956 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 664 charitable organizations. Of its 192,956 accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a wide assortment of services, such as 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 for financial management usually are based on which service is provided. Fee types charged by Cetera Advisor Networks LLC can 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
Samuel Lee Work History
Samuel has been registered as a financial advisor for 5 years.*
River Ranch Camp Ground
Cetera Advisor Networks LLC
D.A. Davidson & Co
*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 Samuel 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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