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 11 - 20 of 21 top financial advisors.
11
Shirley A. Ogden
CRD#: 4531412
8350 N Central Expressway, Suite 1800, Dallas, TX 75206

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.

12
Daniel S. Peters
CRD#: 2208921
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

13
Jason A. Romph
CRD#: 5370273
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

14
Benjamin S. Shae
CRD#: 5333646
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

15
Eric M. Smith
CRD#: 5246664
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

16
Christina S. Williams
CRD#: 3146987
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

17
Richard A. Drew
CRD#: 7591094
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

18
Alexander M. Nickerson
CRD#: 7337930
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

19
Jaryn R. Quick
CRD#: 7188707
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

20
Marco A. Rodriguez
CRD#: 2352617
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

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.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.