Lee T. Claymore

CETERA INVESTMENT ADVISERS LLC

CENTENNIAL, CO

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CRD#: 2087567

Professional summary

Lee Travis Claymore, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Centennial, Colorado and CETERA ADVISORS LLC located in Centennial, Colorado.

Lee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Lee has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.DBA: CLAYMORE PLANNING INC. CIRRUS FINANCIAL GROUP INC., INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FINANCIAL PLANNING AND SECURITIES BUSINESS, START MAY 2012, 40 HOURS PER WEEK - DURING TRADING HOURS, PRESIDENT/OWNER, FINANCIAL ADVISOR. 2.FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START FEBRUARY 2015, 5 HOURS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, ANNUITIES AND LONG-TERM CARE. 3.COLORADO FREE UNIVERSITY, NOT INVESTMENT RELATED, 7653 EAST 1ST PLACE, DENVER, CO 80230, TEACH CLASSES ON SOCIAL SECURITIES AND MEDICARE, START 2010, LESS THAN 1 HOUR PER WEEK - NOT DURING TRADING HOURS, INSTRUCTOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Travis Claymore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

March 21, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CENTENNIAL, CO

Current

February 17, 2015 - Present

CETERA ADVISORS LLC

Office #1: 6855 S Havana St Ste 270, Centennial, CO 80112

CRD#: 10299

Centennial, CO

Past

February 17, 2015 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

GREENWOOD VILLAGE, IL

Past

September 30, 2005 - February 17, 2015

SPC

RIA

CRD#: 110692

CENTENNIAL, CO

Past

September 15, 2005 - February 17, 2015

PARKLAND SECURITIES, LLC

CRD#: 115368

CENTENNIAL, CO

Past

April 10, 2002 - November 21, 2005

HFG ADVISORS

RIA

CRD#: 113511

AURORA, CO

Past

May 11, 1999 - September 29, 2005

WALNUT STREET ADVISERS INC

RIA

CRD#: 109903

AURORA, CO

Past

January 30, 1998 - September 29, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

December 20, 1993 - January 29, 1998

WORKMAN SECURITIES CORPORATION

CRD#: 31898

EDEN PRAIRIE, MN

Past

January 7, 1992 - December 22, 1993

GLOBAL FINANCIAL GROUP, INC.

CRD#: 23958

MINNEAPOLIS, MN

Past

May 24, 1991 - January 10, 1992

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

September 19, 1990 - February 12, 1991

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/24/2025)

Arkansas
(1/3/2023)

Colorado
(2/17/2015)

IAR

Colorado
(3/21/2024)

Iowa
(1/2/2025)

Missouri
(6/3/2020)

Ohio
(4/28/2021)

South Carolina
(6/10/2025)

South Dakota
(2/17/2015)

Texas
(6/5/2020)

IAR

Texas
(3/21/2024)

Virginia
(8/10/2023)

Wyoming
(7/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/4/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/1990

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lee T. Claymore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Travis Claymore's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

SPC

PARKLAND SECURITIES, LLC

HFG ADVISORS

WALNUT STREET ADVISERS INC

WALNUT STREET SECURITIES, INC.

WORKMAN SECURITIES CORPORATION

GLOBAL FINANCIAL GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1990

SIE

Date: 10/1/2018

Series 7

Date: 9/18/1990

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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