Lee-way Financial Services, Inc.
Lee-way Financial Services, Inc. (CRD# 113983) is a financial advisory firm headquartered in Hattiesburg, MS. They manage $32,400,000 in 143 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$226,573
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
R Edmonson (CRD# 1275337) is an Investment Advisor Representative working at Lee-way Financial Services, Inc. in Hattiesburg, MS and has over 31 years of experience in the finance industry. R Edmonson 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.
Chad Edmonson (CRD# 6473110) is an Investment Advisor Representative working at Lee-way Financial Services, Inc. in Hattiesburg, MS and has 1 year of experience in the finance industry.