Lee
Steorts
Nbc Securities, Inc
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About this Advisor
Lee Steorts is a financial advisor who works out of Bountiful, Utah with 8 years of relevant experience. Steorts is on the advisory team at Nbc Securities, Inc. Over the course of their career, Steorts has held roles at Jhs Capital Advisors, LLC and Nbc Securities, Inc. Steorts holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Idaho, Louisiana, Nevada, Pennsylvania and Utah. Nbc Securities, Inc is an advisory business operating out of Birmingham, AL. It has offices in 30 locations and a total of 95 employees. It handles $1 billion in assets among its 5,228 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 25 charitable organizations. Of its 5,228 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is offered. Fees charged by Nbc Securities, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nbc Securities, Inc Brokerage Details
$1,383,786,365
95
5,228
$264,688
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
Lee Steorts Work History
Lee has been registered as a financial advisor for 8 years.*
Nbc Securities, Inc
Jhs Capital Advisors, 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 Steorts 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 Nbc Securities, Inc
Cockeysville, MD
Wellington, FL
Birmingham, AL
Birmingham, AL
Birmingham, AL
St. Pete Beach, FL
Farmington, MO
Cockeysville, MD
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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