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Christina Susanne Williams

LEE FINANCIAL COMPANY, LLC·DALLAS, Texas
Series 7, Series 63Clean record22 years registeredLEE FINANCIAL COMPANY, LLC
8350 N. CENTRAL EXPRESSWAY, DALLAS, TX 75206CRD# 3146987Firm CRD# 105910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christina Susanne Williams · DALLAS, TX
Registration
CRD #3146987 · LEE FINANCIAL COMPANY, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

LEE FINANCIAL COMPANY, LLC
May 2004 – present
QUEST CAPITAL MANAGEMENT, INC.
Nov 2003 – Nov 2004
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · November 10, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEE FINANCIAL COMPANY, LLC
CRD 105910 · SEC 801-10722
AUM
$1.3B
Regulatory assets under management
Employees
36
1,643 client accounts
Services offered by LEE FINANCIAL COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at LEE FINANCIAL COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Christina Susanne Williams offer?
Christina Susanne Williams specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Christina Susanne Williams's credentials?
Christina Susanne Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Susanne Williams located?
Christina Susanne Williams is based in DALLAS, Texas, working with LEE FINANCIAL COMPANY, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Christina Susanne Williams charge for services?
Christina Susanne Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEE FINANCIAL COMPANY, LLC?
LEE FINANCIAL COMPANY, LLC has approximately 36 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEE FINANCIAL COMPANY, LLC

Kirsten Elaine Mires
DALLAS, TX
Richard Rochester Lee
DALLAS, TX
Shirley Ann Ogden
DALLAS, TX
Dana Lynn Pingenot
DALLAS, TX
Daniel Scott Peters
DALLAS, TX
Julie Ensley Toler
DALLAS, TX

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