Anthony Lee

About Anthony Lee

With the support of Cambridge Financial Partners, I offer a wide range of products and services that can help my clients achieve stability needed to face life\'s surprises. I work in sync with my clients to uncover their financial goals, review the present state of their financial life, identify gaps and offer strategies to help guide them up and down the financial mountain.I am committed to ensuring that I bring the most value to my clients as possible by doing the following:1. Helping my clients uncover what their true needs are and;2. Designing appropriate and suitable solutions to help them accomplish what is needed.I look forward networking with you and helping you achieve your financial goals.Insurance License: CA #0G95527FINRA Securities Licenses: 6,63,65

Experience

1. Financial Advisor

   Cambridge Financial Partners, Llc

   Oct 2015 — Present · Newport Beach, CA, US

   Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc, a Registered Investment Advisor, Member FINRA, SIPC. Cambridge Financial Partners, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Anthony Lee may conduct life insurance and securities business in California and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.CA Insurance License #0G95527This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a \"like\" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Anthony Lee and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from a••••••••@cambridgefp.com. For more information, refer to the following consumer websites: