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William Albert Luckey

LEE FINANCIAL COMPANY, LLC·DALLAS, Texas
Series 65Clean record20 years registeredLEE FINANCIAL COMPANY, LLC
8350 N. CENTRAL EXPRESSWAY, DALLAS, TX 75206CRD# 1401710Firm CRD# 105910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Albert Luckey · DALLAS, TX
Registration
CRD #1401710 · LEE FINANCIAL COMPANY, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

LEE FINANCIAL COMPANY, LLC
May 2007 – present
LEE FINANCIAL CORP
Oct 2005 – Apr 2006
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 21, 2005
Years registered · 20
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 →
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05

Frequently Asked Questions

What services does William Albert Luckey offer?
William Albert Luckey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are William Albert Luckey's credentials?
William Albert Luckey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Albert Luckey located?
William Albert Luckey 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 William Albert Luckey charge for services?
William Albert Luckey'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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