Financial ADVSR advisor directory · SEC adviser records
Lee Financial Company, LLC financial advisors
Every SEC-registered investment adviser representative at Lee Financial Company, LLC, by the state and city of the office they work from.
The short answer
30 registered advisors work at Lee Financial Company, LLC, in 1 state and 1 city; the most are in Dallas, TX (30). 15 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most Lee Financial Company, LLC advisors
Lee Financial Company, LLC advisors by state
Questions
How many financial advisors does Lee Financial Company, LLC have?
30 investment adviser representatives are registered with Lee Financial Company, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 15 list the CFP designation and 0 are also registered as broker representatives.
Where does Lee Financial Company, LLC have the most advisors?
Dallas, TX, with 30 registered advisors. By state, Texas has the most, with 30.
How do I find a Lee Financial Company, LLC financial advisor near me?
Pick your state below, then your city, to see every Lee Financial Company, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Lee Financial Company, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →