Unclaimed Profile

Julie Ensley Toler

LEE FINANCIAL COMPANY, LLC·DALLAS, Texas

Clean record23 years registeredLEE FINANCIAL COMPANY, LLC

8350 N. CENTRAL EXPRESSWAY, DALLAS, TX 75206CRD# 4686630Firm CRD# 105910

Profile Verification

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

Identity

Julie Ensley Toler · DALLAS, TX

Registration

CRD #4686630 · LEE FINANCIAL COMPANY, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEE FINANCIAL COMPANY, LLC

LEE FINANCIAL COMPANY, LLC

Aug 2003 – Jan 2020

DALLAS, TX

Registrations & Exams

Registration record

First registered · August 1, 2003

Years registered · 23

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 Julie Ensley Toler offer?

Julie Ensley Toler specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Julie Ensley Toler's credentials?

Julie Ensley Toler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ensley Toler located?

Julie Ensley Toler is based in DALLAS, Texas, last registered with LEE FINANCIAL COMPANY, LLC.

How does Julie Ensley Toler charge for services?

Julie Ensley Toler'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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