Lee
Wolfe
Stifel Independent Advisors, LLC
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About this Advisor
Lee Wolfe is a financial advisor based in Woodland Hills, California, working with Stifel Independent Advisors, LLC. Lee has previously held positions at Wells Fargo Advisors Financial Network, LLC and Stifel Independent Advisors, LLC. Lee has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Lee is part of Stifel Independent Advisors, LLC, which operates out of Woodland Hills, California. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel Independent Advisors, LLC Brokerage Details
$3,556,518,775
190
9,973
$356,615
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
Stifel Independent Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
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.
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