Lee Edmond Hutchison

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/1991 → Present
  Lee E Hutchison C.P.A.
  Anaheim, CA
• 08/1991 → 09/2025
  Avantax Investment Services, Inc.
  Yorba Linda, CA
• 01/1996 → 09/2025
  Avantax Advisory Services
  Yorba Linda, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Yorba Linda, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1997-07-08 → 2025-09-05
  Avantax Advisory Services
  Anaheim Hills, CA

Other Businesses

Lee E. Hutchison, CPA~'NIR'~22875 H Savi Ranch~Yorba Linda~CA~92887~Independent Insurance Agent~Insurance Sales Agent~1/7/2010~10hrs~10hrs~management|

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-15

Other Names

• Lee Edmond Hutchinson