Lee Flippen Courtright

Current Employers

Employment History

• 01/2013 → 11/2016
  Cetera Advisors Llc
  Denver, CO
• 11/2016 → 06/2024
  Securities America, Inc.
  Stevens Point, WI
• 11/2016 → 06/2024
  Securities America Advisors
  Stevens Point, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Stevens Point, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Stevens Point, WI

Previous Registrations

• 2016-11-09 → 2024-06-14
  Securities America Advisors, Inc.
  Stevens Points, WI
• 1991-08-20 → 2016-11-10
  Cetera Advisors Llc
  Excelsior, MN
  Stevens Points, WI

Other Businesses

1. GOLDEN SANDS FINANCIAL LLC POSITION: Owner/Manager NATURE: Osaic Wealth, inc. - Position: IAR - Nature: Investment Advisory Services - Investment Related: Yes - Start Date: 11/2016 - Address: 720 S Maple Bluff Ct., Stevens Point WI 54482 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2016 ADDRESS: 720 S Maple Bluff Ct., Stevens Point WI 54482, United States DESCRIPTION: Provide investment advice, prepare financial plan documents. Recommend fixed life and annuity products and long term care insurance. 2. GOLDEN SANDS FINANCIAL LLC POSITION: Owner/Manager NATURE: Sale, service of Fixed Life, Annuities including Fixed Indexed Annuities and Fixed Indexed Life Insurance, Long Term Care insurance and Funeral Trust funding. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 11/07/1985 ADDRESS: 720 S Maple Bluff Ct., Stevens Point WI 54482, United States DESCRIPTION: Meet with clients, referrals, other advisors in developing financial plans and recommendations, researching money managers, investment products and fixed and indexed life insurance and annuities, long term care insurance and funeral trusts.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-04-15

Designations