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
Shirley Ogden (CRD# 4531412) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Daniel Peters (CRD# 2208921) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Jason Romph (CRD# 5370273) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Benjamin Shae (CRD# 5333646) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 13 years of experience in the finance industry.
Eric Smith (CRD# 5246664) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
Christina Williams (CRD# 3146987) 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.
Richard Drew (CRD# 7591094) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Alexander Nickerson (CRD# 7337930) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Jaryn Quick (CRD# 7188707) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 4 years of experience in the finance industry.
Marco Rodriguez (CRD# 2352617) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 27 years of experience in the finance industry.