Helen Lee Financial, LLC
Helen Lee Financial, LLC (CRD# 150125) is a financial advisory firm headquartered in Lady Lake, FL. They manage $1,147,182 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$81,942
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Helen Lee (CRD# 5641347) is an Investment Advisor Representative working at Helen Lee Financial, LLC in Lady Lake, FL and has over 10 years of experience in the finance industry.