Jeffree
Lee

Securities America Advisors, Inc

CRD#1018119
Investment Advisor
in La Vista, NE

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About this Advisor

Jeffree Lee is an advisor located in La Vista, Nebraska. Currently an advisor at Securities America Advisors, Inc, they have accumulated a notable 42 years of professional experience. Lee maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Lee is registered to advise investors in California and Nevada. Throughout their career, they have worked at Insurance Sales, Foothill Securities, Inc, Foothill Securities Partners, LLC, Seaside Cottage Home Owners Association, Securities America, Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 other brick-and-mortar locations in the nation. Overall, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

42 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

12325 Port Grace Blvd.
La Vista, NE 68128-8204

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

NE Average: $1,978,216,465
Total Number of Employees

1,989

NE Average: 226
Total Number of Accounts

184,356

NE Average: 7,467
Average Account Size

$157,439

NE Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffree Lee Work History

Jeffree has 42 years of experience.

2016 - Present (5 years)

Securities America, Inc

2016 - Present (5 years)

Securities America Advisors, Inc

2000 - Present (21 years)

Foothill Securities, Inc

1978 - Present (43 years)

Insurance Sales

2011 - 2017 (6 years)

Seaside Cottage Home Owners Association

2010 - 2014 (4 years)

Foothill Securities Partners, LLC

Disclosures

Jeffree Lee has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Paul Klement
Dallas, TX
Brady Mullen
Littleton, CO
Mary Gubler
Midvale, UT
Robert Love
Clearfield, PA
Katrina Furler
La Vista, NE
Samuel Dechtman
Englewood, CO
Hilary Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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