Kerry Douglas Lee
Investment adviser representative at Altamira Financial Group, LLC
16 yearsExperience
3 statesRegistered in
$130.3MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Altamira Financial Group, LLCNov 2021 to now
- LPL Financial LLCNov 2010 to now
- Financial Partners, LLCNov 2013 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, NM).
Altamira Financial Group, LLC
$130.3MAssets managed
115Clients
3Advisers
1 yearIn 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
- 2688537
- Firm CRD
- 316907