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Patrisha L

Series 63, Series 65

McKinney, TX

Ameritas Advisory Services, LLC

Patrisha Lee is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has worked at firms including Park Avenue Securities, Guardian Life Insurance, and Mass Mutual Investors Services. Lee is also an instructor at Southern Methodist University, where she teaches continuing education classes in financial education. Additionally, she is the director and owner of PLSH, LLC, doing business as Capital Financial Architects, providing insurance products and services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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