Financial ADVSR advisor directory · SEC adviser records
Lee Financial Company, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Lee Financial Company, LLC office in Texas, by city and A to Z.
The short answer
30 registered advisors work at Lee Financial Company, LLC in Texas, out of 30 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (30). 15 list the CFP designation and 0 are also registered broker representatives.
Lee Financial Company, LLC advisors by city in Texas
Every firm in Texas →Lee Financial Company, LLC advisors in Texas, A to Z
Search by name →- Adrienne D. AnthonyDallas · Certified Financial Planner
- Jennifer A. ArmstrongDallas · Certified Financial Planner
- Sarah M. BeattieDallas
- Michele Y. BergeronDallas · Certified Financial Planner
- Danny R. BoyceDallas · Certified Financial Planner, Chartered Financial Analyst
- Jaime N. BoylesDallas · Certified Financial Planner
- Barbara BurrisDallas
- Shayla CobbDallas
- Ryan CoxeDallas
- Matthew P. DenbleykerDallas
- Richard A. DrewDallas · Chartered Financial Analyst
- Nicholas S. GibsonDallas · Certified Financial Planner
- Sarah HenzeDallas · Certified Financial Planner
- Ronald D. JonesDallas · Chartered Financial Analyst
- Richard R. Lee Jr.Dallas · Certified Financial Planner, Chartered Financial Analyst
- William A. Luckey IIDallas
- Justin B. LuddekeDallas · Certified Financial Planner
- Daniel R. MauckDallas · Certified Financial Planner
- Alexander M. NickersonDallas · Certified Financial Planner
- Jacob C. OdomDallas
- Shirley A. OgdenDallas · Chartered Financial Analyst
- Dana PackettDallas
- Daniel S. PetersDallas
- Jaryn R. QuickDallas · Certified Financial Planner
- Marco A. RodriguezDallas · Chartered Financial Analyst
- Jason A. RomphDallas
- Benjamin S. ShaeDallas · Certified Financial Planner
- Emily SmeltzDallas · Certified Financial Planner
- Eric M. SmithDallas
- Trey E. WaiteDallas · Certified Financial Planner
Lee Financial Company, LLC advisors in every state →Lee Financial Company, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Lee Financial Company, LLC financial advisors are in Texas?
30 investment adviser representatives are registered at Lee Financial Company, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 30 at the firm nationwide. 15 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Lee Financial Company, LLC have the most advisors?
Dallas, with 30. Lee Financial Company, LLC has advisors in 1 city in Texas.
How do I check a Lee Financial Company, LLC advisor in Texas?
Each advisor below 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. Advisors are listed at the city of the Lee Financial Company, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.