Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Skipper is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Texas City, Texas. Lee Skipper has been working in the financial services industry since 1998. Prior to joining Wells Fargo Advisors Financial Network, LLC, Lee Skipper was employed at Raymond James Financial Services, Inc. and Edward Jones. Lee Skipper is registered to provide investment advice in Alabama, California, Colorado, Kansas, Louisiana, Missouri, Nebraska, New Jersey, New Mexico, North Carolina, Tennessee, Texas, and Virginia. Lee Skipper is a Registered Representative (RA) with FINRA and a Registered Investment Advisor (IA) in Texas. Lee Skipper is also the owner of Skipper Insurance Advisors, Inc., a business that provides start-up capital to an insurance agency.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
04/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TEXAS CITY TX)
TX
07/10/2009 - 04/04/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (TEXAS CITY TX)
TX
12/16/2002 - 07/13/2009
EDWARD JONES (TEXAS CITY TX)
MO
05/15/1998 - 12/18/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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