Lee Financial Group, Inc.

Lee Financial Group, Inc. (CRD# 121803) is a financial advisory firm headquartered in Columbia, MD. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.


Financial Advisors at Lee Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Stephen J. Lee
CRD#: 868740
5950 Symphony Woods Road, Suite 412, Columbia, MD 21044

Stephen Lee (CRD# 868740) is an Investment Advisor Representative working at Lee Financial Group, Inc. in Columbia, MD and has over 30 years of experience in the finance industry. Stephen 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.

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