Lee Audry Goss
Investment adviser representative at Cabin Advisors, LLC
21 yearsExperience
1 stateRegistered in
$220.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Cabin Advisors, LLCApr 2023 to now
- Goss & Company, An Accountancy CorporationJan 2005 to now
- Claraphi Advisory Network, LLCNov 2016 to Dec 2022
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cabin Advisors, LLC
$220.2MAssets managed
414Clients
16Advisers
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
- 6731534
- Firm CRD
- 312547