Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Helen Lee Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Helen M. Lee
CRD#: 5641347
1080 Bichara Boulevard, Suite 280, Lady Lake, FL 32159

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.

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