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JEFF LEE MACY
CRD#: 5928613
IA
B
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 207 Albemarble Ave, SW
Roanoke, VA 24016
Roanoke, VA 24016
LPL FINANCIAL LLCCRD#: 6413 207 ALBEMARLE AVE SW
ROANOKE, VA 24016
ROANOKE, VA 24016
0
Disclosures
12
Years of Experience
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State Registrations
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Colorado 6/8/2015
B
Pennsylvania 9/25/2024
B
Connecticut 6/10/2015
B
Virginia 9/13/2013
B
Florida 1/10/2019
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Virginia 5/25/2021
B
North Carolina 9/13/2013
B
West Virginia 8/4/2015
B
Oregon 6/5/2014
SRO Registrations
B
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Registered with this firm since 5/25/2021
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Registered with this firm since 9/13/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/04/2015 - 05/25/2021 | ROANOKE, VA | |
IA | 01/03/2019 - 01/12/2019 | CHRISTIANSBURG, VA | |
IA | 02/17/2014 - 04/30/2015 | ROANOKE, VA | |
IA | 09/13/2013 - 02/05/2014 | CHRISTIANSBURG, VA | |
IA | 05/14/2013 - 09/17/2013 | ROANOKE, VA | |
B | 05/15/2012 - 09/17/2013 | ROANOKE, VA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.