Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Hicks Pierce is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Lee has been in the industry since 2000. Lee is registered with FINRA and is licensed in Arkansas, Florida, Kentucky, Mississippi, Tennessee, and Texas. Lee has a Series 6, 7, 63, and 65 license and has also passed the SIE exam. In addition to being a registered representative with Cambridge Investment Research Advisors, Inc., Lee also owns and operates a business providing insurance services. Lee also provides advisory services for a registered investment advisor in Fairfield, Iowa. Lee is also active in the community and volunteers with the Fellowship of Christian Athletes, Northwest Mississippi. Lee offers a variety of services to clients, including financial planning, portfolio management, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
02/14/2024 - Present
Cambridge Investment Research Advisors, Inc. (MEMPHIS TN)
TN
06/30/2006 - 10/30/2007
AMERITAS INVESTMENT CORP. (MEMPHIS TN)
TN
07/27/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (MEMPHIS TN)
IA
Issued 12/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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