Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Dandridge Lea is an investment advisor representative at Prime Capital Financial. Keith has been in the financial services industry since 1997, working at a variety of firms. Keith holds Series 63, 65, 7 and SIE licenses. Keith is registered with the states of Arkansas and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
AR
04/01/2021 - Present
Prime Capital Financial (Fayetteville AR)
AR
11/28/2005 - 06/20/2017
CETERA INVESTMENT SERVICES LLC (FAYETTEVILLE AR)
TX
08/29/2000 - 11/30/2005
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
AR
09/16/1997 - 08/29/2000
ARVEST ASSET MANAGEMENT (ROGERS AR)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Keith Lea is the right advisor for you? Invested Better is here to help.
