Lee Loper
Lee Loper is a registered investment advisor at Cetera Investment Advisers LLC, based in El Paso, TX, with 27 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1855 Trawood Dr. Ste. 106, El Paso, TX, 79935
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lee is an elder at Del Sol Church, dedicating minimal time to reviewing church procedures. Lee also owns The Loper Group and works as an independent insurance agent, both involving the sale of fixed insurance and securities products, each taking nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Jefferson Pilot Securities CorporationBroker
State Registrations5 states
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