LEE FINANCIAL COMPANY, LLC

DALLAS, Texas·11 registered advisors·CRD# 105910
SEC# 801-107220972-960-1001
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at LEE FINANCIAL COMPANY, LLC

11 registered advisors
Christina Susanne Williams
DALLAS, Texas
Dana Lynn Pingenot
DALLAS, Texas
Daniel Scott Peters
DALLAS, Texas
Danny Ray Boyce
DALLAS, Texas
Eduardo Rodriguez
DALLAS, Texas
Julie Ensley Toler
DALLAS, Texas
Kirsten Elaine Mires
DALLAS, Texas
Nicholas Shawn Gibson
DALLAS, Texas
Richard Rochester Lee
DALLAS, Texas
Shirley Ann Ogden
DALLAS, Texas
William Albert Luckey
DALLAS, Texas
05

Office Locations

DALLAS, Texas
11 advisors

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Data sourced from SEC Form ADV filings. LEE FINANCIAL COMPANY, LLC (CRD# 105910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.