Kenneth Man-Keung Lee

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Lpl Financial, Llc
  Lakewood Ranch, FL
• 01/2026 → Present
  Meridian Private Wealth
  Lakewood Ranch, FL
• 06/2025 → 01/2026
  Unemployed
  Lakewood Ranch, FL
• 04/2007 → 08/2018
  Mama Lee's Restaurant Group Inc.
  Milwaukee, WI
• 09/2018 → 06/2025
  Raymond James & Associates
  Lakewood Ranch, FL

Previous Registrations

• 2019-02-06 → 2025-07-14
  Raymond James & Associates, Inc.
  Waukesha, WI
  Lakewood Ranch, FL
  Lakewood Ranch, FL
  Lakewood Ranch, FL

Other Businesses

1. 1/2026 - KKL Properties 1 - Real Estate Rental - Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Milwaukee MI 53218 - OBA Start Date: 10/01/2012 2. 1/2026 - KKL Properties 2 LLC - Real Estate Rental - Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Milwaukee WI 53218 - OBA Start Date: 07/11/2014 3. 1/2026 - Meridian Private Wealth- DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/22/2026

Exams

• S66 Uniform Combined State Law Examination
  2019-02-05

Other Names

• Kenneth Lee