Kyongjin Lee
Investment adviser representative at Mainstream Capital Management
20 yearsExperience
1 stateRegistered in
$224MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- 11th Floor Holdings, LLCDec 2021 to now
- Mainstream Capital ManagementApr 2014 to now
- Mainstream CapitalApr 2014 to now
- Kemosabe ConsultingJan 2013 to now
- Mainstream Capital Holdings (shoedazzle)Dec 2010 to now
- Real EstateSep 2010 to now
- Mainstream Capital PartnersJun 2010 to now
- United States Army National GuardJun 2006 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Jul 2021
- Raymond James Financial Services, Inc.Jun 2006 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mainstream Capital Management
Legal name: Mainstream Capital Management LLC
$224MAssets managed
170Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2178866
- Firm CRD
- 297145