Larry Don Lee

Current Employers

Employment History

• 07/1981 → Present
  Don Lee, Clu, Inc.
  Canyon, TX
• 09/2014 → 06/2021
  Voya Financial Advisors
  Canyon, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2023 → Present
  Lee Financial Group
  Canyon, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-04-15 → 2021-06-09
  Voya Financial Advisors, Inc.
  Norman, OK
  Amarillo, TX
  Canyon, TX
  Canyon, TX

Other Businesses

1.) NAME OF ENTITY:DON LEE, CLU, INC; Yes; 1420 4TH AVE STE 26; CANYON; TX; 79015; FINANICAL SERVICES/DBA; OWNER/PRESIDENT; 6/3/2004; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 2.) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1420 4TH AVE STE 26; CANYON; TX; 79015; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/3/2004; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 3) NAME OF OTHER BUSINESS: TRIPLE LEE ENTERPRISES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: GRASSLANDS; START DATE: 1/2015; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NO DUTIES, MANAGEMENT DECISIONS ONLY, RECEIVE DISTRIBUTION FROM GOVERNMENT FOR GRASSLANDS; 4) NAME OF OTHER BUSINESS: LEE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE AND SERVICE OF FIXED INSURANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-13
• S63 Uniform Securities Agent State Law Examination
  1993-07-10

Designations