Kerry Douglas Lee

Overview

Kerry Douglas Lee is an insurance agent, a registered representative and an investment adviser representative based in Santa Fe, NM, with 30 years in the industry.

Years in the industry

30

States registered

27

Exams passed

6

Current firms

2

Contact

1 business email and 3 phone numbers on file

Registrations and licenses

• Registered in 27 states

• Producer
• Series 24
• Series 6
• Series 63
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Altamira Financial Group, LLCCurrent firm

Employment history since 1996

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file