Lee Financial Company, LLC
Lee Financial Company, LLC (CRD# 105910) is a financial advisory firm headquartered in Dallas, TX. They manage $1,166,341,053 in 1,483 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,166MILLION
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Total Number of Accounts1,483ACCOUNTS
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Average Account Value$786,474
- 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. 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.
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. Michele Bergeron 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.
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. Danny Boyce 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.
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. 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.
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. 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.
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. Sarah Henze 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.
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. Richard Lee 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.
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. 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.