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Kerry Douglas Lee

ALTAMIRA FINANCIAL GROUP, LLC·SANTA FE, New Mexico
SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record15 years registeredALTAMIRA FINANCIAL GROUP, LLC
1012 MARQUEZ PLACE, SANTA FE, NM 87505CRD# 2688537Firm CRD# 316907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerry Douglas Lee · SANTA FE, NM
Registration
CRD #2688537 · ALTAMIRA FINANCIAL GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ALTAMIRA FINANCIAL GROUP, LLC
Dec 2021 – present
FINANCIAL PARTNERS, LLC
Mar 2014 – Jan 2022
SANTA FE, NM
LPL FINANCIAL LLC
Jan 2011 – Oct 2015
SANTA FE, NM
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · January 31, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTAMIRA FINANCIAL GROUP, LLC
CRD 316907 · SEC 801-122633
AUM
$91M
Regulatory assets under management
Employees
4
198 client accounts
Services offered by ALTAMIRA FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALTAMIRA FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kerry Douglas Lee offer?
Kerry Douglas Lee specializes in Financial Planning, Investment Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Kerry Douglas Lee's credentials?
Kerry Douglas Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerry Douglas Lee located?
Kerry Douglas Lee is based in SANTA FE, New Mexico, working with ALTAMIRA FINANCIAL GROUP, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Kerry Douglas Lee charge for services?
Kerry Douglas Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTAMIRA FINANCIAL GROUP, LLC?
ALTAMIRA FINANCIAL GROUP, LLC has approximately 4 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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