Lee
Wolfe
Stifel Independent Advisors, LLC
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About this Advisor
Lee Wolfe is a financial advisor based out of Woodland Hills, California with 1 year of relevant experience. Wolfe is currently employed by Stifel Independent Advisors, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network, LLC and Stifel Independent Advisors, LLC. Wolfe maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in California and Texas. Stifel Independent Advisors, LLC is a registered investment company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 76 locations and a total of 166 advisors. It controls $3 billion in assets under management across its 8,262 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 8,262 accounts, 21% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on which services the firm provides the client. However, fee types billed by Stifel Independent Advisors, LLC likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel Independent Advisors, LLC Brokerage Details
$2,515,042,848
166
8,262
$304,411
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lee Wolfe Work History
Lee has been registered as a financial advisor for 1 years.*
Stifel Independent Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lee Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stifel Independent Advisors, LLC
Landrum, SC
Gulfport, MS
Landrum, SC
Saint Louis, MO
Pasadena, CA
Saint Louis, MO
Landrum, SC
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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