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).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
-
Total Number of Accounts14ACCOUNTS
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Average Account Value$81,942
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Helen Lee Financial, LLC
No Advisor Found.
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