Lyse-Anne
Lepine
Securities America Advisors, Inc
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About this Advisor
Lyse-Anne Lepine is a financial advisor who works out of Lincoln, Rhode Island with 4 years of industry experience. Lepine is on the advisory team at Securities America Advisors, Inc. Their career trajectory has included roles at Securities America Advisors, Securities America, Inc and Homemaker. Lepine maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island. Securities America Advisors, Inc is a firm operating out of La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It manages $38 billion in assets under management among its 200,228 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 200,228 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Securities America Advisors, Inc performs a diverse array of services, such as 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. Financial advisory fee schedules usually are based on the services offered. However, fees billed by Securities America Advisors, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
Lyse-Anne Lepine Work History
Lyse-Anne has been registered as a financial advisor for 4 years.*
Securities America Advisors
Securities America, Inc
Securities America, Inc
Homemaker
*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 Lyse-Anne Lepine 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 Securities America Advisors, Inc
La Vista, NE
Bismarck, ND
Urbandale, IA
Midvale, UT
Richmond, VA
Winston Salem, NC
Kimberly, WI
Burlingame, CA
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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