LS
LS

Lee Skipper

27 Years of Experience
Texas City, TX
BrokerSells Insurance

Lee Skipper is a registered investment advisor at Wells Fargo Advisors, based in Texas City, TX, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

908 6th Street N Fl 1, Texas City, TX, 77590

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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.

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Other Business ActivitiesSells Insurance

Lee is a trustee at First Baptist Church, a partner in Pescador, LLC (a sportfishing guide service), and an owner/proprietor of Sims Farm, which he mostly leases out. Lee also provides startup capital and arranges vendor contracts for Skipper Insurance Advisors, Inc., dedicating a few hours per week to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2009 - April 2024 · 14 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2009 - April 2024 · 14 yrs 9 mos
Edward Jones
July 2008 - July 2009 · 1 yr
Edward JonesBroker
December 2002 - July 2009 · 6 yrs 7 mos
A. G. Edwards & Sons, INC.
November 2002 - December 2002 · 1 mo
A. G. Edwards & Sons, INC.Broker
May 1998 - December 2002 · 4 yrs 7 mos
State Registrations15 states
ALCACODCKSLAMONCNENJNMOKTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.