Unclaimed Profile

Eduardo Rodriguez

LEE FINANCIAL CORP·DALLAS, Texas

Clean record26 years registeredLEE FINANCIAL CORP

12222 MERIT DRIVE, DALLAS, TX 75251-2261CRD# 2123178Firm CRD# 105910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eduardo Rodriguez · DALLAS, TX

Registration

CRD #2123178 · LEE FINANCIAL CORP · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEE FINANCIAL CORP

LEE FINANCIAL CORP

Mar 2000 – Nov 2016

DALLAS, TX

Registrations & Exams

Registration record

First registered · March 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEE FINANCIAL COMPANY, LLC

CRD 105910 · SEC 801-10722

AUM

$1.3B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Eduardo Rodriguez offer?

Eduardo Rodriguez specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Eduardo Rodriguez's credentials?

Eduardo Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eduardo Rodriguez located?

Eduardo Rodriguez is based in DALLAS, Texas, last registered with LEE FINANCIAL CORP.

How does Eduardo Rodriguez charge for services?

Eduardo Rodriguez'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 CORP?

LEE FINANCIAL CORP 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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