Derek Lee

Derek Lee

Investment Representative
Serving EECU's Demaree, Madera, Merced, Tulare and Van Ness Offices


CA Insurance License #0I78167
EECU Member Investment Services
2222 W. Shaw Ave.
Fresno, CA 93711

Derek is an Investment Representative and currently holds Series 6 and 63 securities registrations, held through LPL Financial, as well as California life, health, and variable annuity licenses.  Derek has been in the financial industry since 2005.  In 2008, he joined Educational Employees Credit Union, and he entered the investment industry after completing his B.S. in Business Administration, with a marketing option, at California State University, Fresno.

Derek’s goal is to implement his knowledge of the industry, analyze essential information of each member, determine their long-term objectives, and customize an investment strategy that serves their needs.  In addition, he strives to provide extraordinary service and undeniable integrity while educating clients on how to make prudent financial decisions and invest for the long-term.

Team members

Administrative Associate

Investment Representative
Serving EECU’s Perrin, Old Town Clovis and Clovis North branches

Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU’s Valentine, Milburn, and Hanford branches

Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional CFP®
Serving EECU’s Clinton Way, Reedley, Sunnyside and Visalia branches

Investment Representative
Serving EECU’s Barstow branch

Investment Representative
Serving EECU’s Selma Office

Administrative Associate

Investment Representative
Serving EECU's Demaree, Madera, Merced, Tulare and Van Ness Offices

Senior Vice President
Investment Program Manager

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its Licensed affiliates.  Educational Employees Credit Union and EECU Member Investment Services are not a registered broker-dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, NV, AZ, UT, ID, MT, WY, NM, TX, OK, SD, MN, IA, MO, AR, HI, MS, TN, KY, OH, PN, CT, MD, NC, SC, GA, FL, VA

Not NCUA Insured

May Lose Value

No Credit Union Guarantee

Not A Credit Union Deposit

Not Insured by Any Federal Government Agency

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