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Manager Overview
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We manage assets based on the clients specific risk tolerance and investment objective. Every account is different as we custom design portfolios to suit the client. We have three different management styles, aggressive growth, growth and income, and income.
We use a wide variety of investments that include, but are not limited to: individual stocks, mutual funds,bonds and bond funds, exchange traded funds and non-correlated REITs and notes for income. |
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Experience & Disclosure
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My CRD Number:
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1832058 |
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Firm CRD Number:
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108682 |
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Work Experience:
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Lee Siler has been managing clients assets for over 21 years. Known as the Stock Doctor and through his nationally syndicated radio show, he has given investment advice to ten of thousands of investors. His clients are typically pre-retired and retired high net worth individuals. |
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Academic Background:
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University of Central Florida 1988 (Marketing) |
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Services
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Types of Investments:
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Growth portfolios,
Moderate growth and income portfolio
Life insurance, fixed and variable annuities |
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Qualifications
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Certifications, Accreditations and Designations:
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Series 7, 24, 65 and 63
Life, health and annutiy license |
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Number of Advisors in Office:
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5 |
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Advisor's Number of Clients:
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250 |
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Assets Managed by Advisor:
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$25 mil. |
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Compensation
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New Client Minimum Portfolio Size:
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$50,000 |
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Fee:
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.75%-2% annually |
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Money Manager Articles
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Stocks Look to Start on High Note - 01/04/2010
Treasury to Hold on to Citi - 12/18/2009
Exxon/Mobil Goes X-Mas Shopping - 12/14/2009
Dollar Rallys - 12/07/2009
Dubai Rocks World Markets - 11/30/2009
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