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).

By the Numbers
  • Total Assets Under Management
    1,166
    MILLION
  • Total Number of Accounts
    1,483
    ACCOUNTS
  • Average Account Value
    $786,474
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
The map below shows states where this firm has explicit registration only.

CA, FL, ID, LA, NE, NY, OK, OR, TX, WA

Financial Advisors at Lee Financial Company, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Jennifer A. Armstrong
CRD#: 4531509
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

2
Michele Y. Bergeron
CRD#: 4459788
8350 N. Central Expressway, Ste. 1800, Dallas, TX 75206

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.

3
Danny R. Boyce
CRD#: 4531522
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

4
Jaime N. Boyles
CRD#: 4530802
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

5
Nicholas S. Gibson
CRD#: 4516038
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

6
Sarah Henze
CRD#: 5752072
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

7
Ronald D. Jones
CRD#: 2004965
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

8
Richard R. Lee
CRD#: 305422
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

9
William A. Luckey
CRD#: 1401710
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

10
Justin B. Luddeke
CRD#: 5343142
8350 N Central Expressway, Suite 1800, Dallas, TX 75206

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.

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