Lee Courtright-Golden Sands Financial LLC

Lee Courtright-Golden Sands Financial LLC Securities offered through Securities America, Inc., Member, FINRA/SIPC (www.finra.org and www.sipc.

Lee Courtright is an established financial advisor who has focused his practice on helping individuals understand change as they prepare for and manage in the later years of their lives. Lee often works with his clients’ legal and tax advisors in developing financial and estate planning strategies. These strategies are designed to respond to possible client changes in objectives and to capitalize

on opportunities arising from demographic and economic trends as well as tax law changes. As a Certified Financial Planner (CFP®) Lee has met the education, examination, experience and ethics standards established by the Certified Financial Planner Board of Standards. Lee earned his Chartered Financial Consultant (ChFC) designation from The American College and is also a Registered Financial Consultant (RFC®). He is an Investment Advisor Representative and Registered Principal with Securities America, a full service investment firm and member of SIPC/FINRA.

Visiting the Seattle Space Needle while attending Securities America annual conference.
06/19/2019

Visiting the Seattle Space Needle while attending Securities America annual conference.

Address

720 S Maple Bluff Court
Stevens Point, WI
54482

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 5pm

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