KD
Kerry Douglas Lee
CRD 2688537
Firms
| Firm | Role | As of |
|---|---|---|
| Altamira Financial Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Altamira Financial Group, Llc
Managing Member, Cco · 75% or more · Jun 2022
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗