Financial ADVSR advisor directory · SEC adviser records
Lee Financial Company, LLC financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Lee Financial Company, LLC office in Dallas, A to Z.
The short answer
30 registered advisors work at Lee Financial Company, LLC in Dallas, out of 30 at the firm nationwide; it ranks number 32 in the city by advisors. 15 list the CFP designation and 0 are also registered broker representatives.
Lee Financial Company, LLC advisors in Dallas, A to Z
Every Lee Financial Company, LLC advisor →- Adrienne D. AnthonyCertified Financial Planner
- Jennifer A. ArmstrongCertified Financial Planner
- Sarah M. BeattieInvestment adviser rep
- Michele Y. BergeronCertified Financial Planner
- Danny R. BoyceCertified Financial Planner, Chartered Financial Analyst
- Jaime N. BoylesCertified Financial Planner
- Barbara BurrisInvestment adviser rep
- Shayla CobbInvestment adviser rep
- Ryan CoxeInvestment adviser rep
- Matthew P. DenbleykerInvestment adviser rep
- Richard A. DrewChartered Financial Analyst
- Nicholas S. GibsonCertified Financial Planner
- Sarah HenzeCertified Financial Planner
- Ronald D. JonesChartered Financial Analyst
- Richard R. Lee Jr.Certified Financial Planner, Chartered Financial Analyst
- William A. Luckey IIInvestment adviser rep
- Justin B. LuddekeCertified Financial Planner
- Daniel R. MauckCertified Financial Planner
- Alexander M. NickersonCertified Financial Planner
- Jacob C. OdomInvestment adviser rep
- Shirley A. OgdenChartered Financial Analyst
- Dana PackettInvestment adviser rep
- Daniel S. PetersInvestment adviser rep
- Jaryn R. QuickCertified Financial Planner
- Marco A. RodriguezChartered Financial Analyst
- Jason A. RomphInvestment adviser rep
- Benjamin S. ShaeCertified Financial Planner
- Emily SmeltzCertified Financial Planner
- Eric M. SmithInvestment adviser rep
- Trey E. WaiteCertified Financial Planner
Lee Financial Company, LLC advisors in every city and state →Lee Financial Company, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Lee Financial Company, LLC have in Dallas?
30 investment adviser representatives are registered at Lee Financial Company, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 15 list the CFP designation and 0 are also registered as broker representatives.
Is Lee Financial Company, LLC one of the largest advisor employers in Dallas?
Lee Financial Company, LLC ranks number 32 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Lee Financial Company, LLC advisor in Dallas?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.