Securities America Advisors, Inc
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Securities America Advisors, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Securities America, Inc
Securities America Advisors, Inc
Foothill Securities, Inc
Seaside Cottage Home Owners Association
Foothill Securities Partners, LLC
Jeffree Lee has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE