Lee Financial Corp

Lee Financial Corp (CRD# 105910) is a financial advisory firm headquartered in Dallas, TX. They manage $1,019,659,624 in 1,573 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,020
    MILLION
  • Total Number of Accounts
    1,573
    ACCOUNTS
  • Average Account Value
    $648,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

CA, CO, LA, NE, NY, TX

Financial Advisors at Lee Financial Corp
Showing 1 - 10 of 28 top financial advisors.
1
Jennifer A. Armstrong
CRD#: 4531509
12222 Merit Drive, Suite 1500, Dallas, TX 75251
96
Wealthminder
score

Jennifer Armstrong (CRD# 4531509) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 15 years of experience in the finance industry. Jennifer Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jaime N. Boyles
CRD#: 4530802
Lee Financial Corporation, 12222 Merit Drive, Suite 1500, Dallas, TX 75251
96
Wealthminder
score

Jaime Boyles (CRD# 4530802) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 15 years of experience in the finance industry. Jaime Boyles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nancy M. Gatens
CRD#: 5889862
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
96
Wealthminder
score

Nancy Gatens (CRD# 5889862) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 6 years of experience in the finance industry. Nancy Gatens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nicholas S. Gibson
CRD#: 4516038
12222 Merit Drive, Suite 1500, Dallas , TX 75251
96
Wealthminder
score

Nicholas Gibson (CRD# 4516038) is an Investment Advisor Representative working at Lee Financial Corp in Dallas , TX and has over 15 years of experience in the finance industry. Nicholas Gibson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kirby D. Jacobson
CRD#: 5631324
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
96
Wealthminder
score

Kirby Jacobson (CRD# 5631324) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 8 years of experience in the finance industry. Kirby Jacobson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ronald D. Jones
CRD#: 2004965
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
96
Wealthminder
score

Ronald Jones (CRD# 2004965) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 27 years of experience in the finance industry.

7
Devonee L. Kershner
CRD#: 5740378
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
96
Wealthminder
score

Devonee Kershner (CRD# 5740378) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 8 years of experience in the finance industry. Devonee Kershner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Justin B. Luddeke
CRD#: 5343142
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
96
Wealthminder
score

Justin Luddeke (CRD# 5343142) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 9 years of experience in the finance industry. Justin Luddeke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Laura B. Mentemeyer
CRD#: 5148970
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
96
Wealthminder
score

Laura Mentemeyer (CRD# 5148970) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 9 years of experience in the finance industry. Laura Mentemeyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Dana L. Pingenot
CRD#: 2827515
12222 Merit Drive, Suite 1500, Dallas, TX 75251
96
Wealthminder
score

Dana Pingenot (CRD# 2827515) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 21 years of experience in the finance industry. Dana Pingenot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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