Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mickey? Claim Your ProfileMickey Lea has been in the financial industry since October 22, 1974. Mickey is registered with ISC Advisors, Inc., and has branch office locations in Dallas and Bryan, Texas. Mickey is also registered with the states of Alabama, Arkansas, California, Colorado, Connecticut, Kentucky, Michigan, Minnesota, Mississippi, Montana, New Mexico, North Carolina, Oregon, Texas, Virginia and Wisconsin. Mickey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Mickey is also a registered representative with the Series 7 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/08/2013 - Present
ISC Advisors, Inc. (DALLAS TX)
IN
12/03/1975 - 12/20/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
12/03/1975 - 11/23/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
03/31/1989 - 12/07/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
07/03/1981 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
02/26/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/12/1977 - 10/21/1979
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
10/23/1974 - 12/19/1975
JEFFERSON-PILOT EQUITY SALES, INC
BOTH
Issued 02/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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