Lee Financial Company, LLC
Lee Financial Company, LLC (CRD# 105910) is a financial advisory firm headquartered in Dallas, TX. They manage $1,337,614,017 in 1,643 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,338MILLION
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Total Number of Accounts1,643ACCOUNTS
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Average Account Value$814,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, ID, LA, NE, NY, OK, OR, TX, WA
Jennifer Armstrong (CRD# 4531509) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 22 years of experience in the finance industry.
Michele Bergeron (CRD# 4459788) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 22 years of experience in the finance industry.
Danny Boyce (CRD# 4531522) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Jaime Boyles (CRD# 4530802) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 22 years of experience in the finance industry.
Nicholas Gibson (CRD# 4516038) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 21 years of experience in the finance industry.
Sarah Henze (CRD# 5752072) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Ronald Jones (CRD# 2004965) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 34 years of experience in the finance industry.
Richard Lee (CRD# 305422) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
William Luckey (CRD# 1401710) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 18 years of experience in the finance industry.
Justin Luddeke (CRD# 5343142) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 15 years of experience in the finance industry.