George David Lea

14 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth

Isc Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,989 clients

Average Client Portfolio

$774K average

Assets Under Management

$1.5B

Fee Structure

Minimum Annual Fee:$5,000

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Isc Advisors, INC.

May 2019 - Present · 6 yrs 9 mos

Institutional Securities Corporation

March 2019 - Present · 6 yrs 11 mos

Institutional Securities CorporationBroker

March 2019 - Present · 6 yrs 11 mos

Previous Registrations

Institutional Securities CorporationBroker

July 1997 - November 1999 · 2 yrs 4 mos

American Express Financial Advisors INC.Broker

March 1996 - June 1996 · 3 mos

Ids Life Insurance CompanyBroker

March 1996 - June 1996 · 3 mos

Institutional Securities CorporationBroker

April 1990 - August 1995 · 5 yrs 4 mos

State Registrations6 states

ARMENCNMORTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.