Lee Courtright (CRD# 55395) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stevens Points, WI and has over 37 years of experience in the finance industry. Lee Courtright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 2315435
Thrivent Investment Management Inc.
CRD# 4290200
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Stevens Point, WI | Nov 2016 - Current | 7 |
| Securities America Advisors | Stevens Point, WI | Nov 2016 - Current | 7 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
- WI
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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