Lee Financial Company, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

105910

SEC number

801-10722

Firm type

RIA

Assets under management

$1.7B as of Mar 31, 2026

Website

www.linkedin.com/company/leefinancialadvisor ↗

Phone

972-960-1001

Address

8350 N. Central Expressway, Dallas, TX, 75206

Advisors at this firm

29 in our index · page 1 of 1

• Adrienne Denae AnthonyCRD 6078759 · Dallas, TX
  IA Registered
• Jennifer Ann ArmstrongCRD 4531509 · Dallas, TX
  IA Registered
• Michele Yvette BergeronCRD 4459788 · Dallas, TX
  IA RegisteredRegistration inactive
• Danny Ray BoyceCRD 4531522 · Dallas, TX
  IA Registered
• Jaime Nichole BoylesCRD 4530802 · Dallas, TX
  IA Registered
• Sarah Michele BeattieCRD 7951662 · Dallas, TX
  IA Registered
• Barbara BurrisCRD 7867318 · Dallas, TX
  IA Registered
• Shayla CobbCRD 7926227 · Dallas, TX
  IA Registered
• Ryan CoxeCRD 7892626 · Dallas, TX
  IA Registered
• Richard Alan DrewCRD 7591094 · Dallas, TX
  IA Registered
• Nicholas Shawn GibsonCRD 4516038 · Dallas, TX
  IA Registered
• Sarah HenzeCRD 5752072 · Dallas, TX
  IA Registered
• Ronald Douglas JonesCRD 2004965 · Dallas, TX
  IA Registered
• Richard Rochester LeeCRD 305422 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• William Albert LuckeyCRD 1401710 · Dallas, TX
  IA Registered
• Justin Bradford LuddekeCRD 5343142 · Dallas, TX
  IA Registered
• Daniel Robert MauckCRD 2670577 · Dallas, TX
  IA Registered
• Alexander Man-Seung NickersonCRD 7337930 · Dallas, TX
  IA Registered
• Jacob Chandler OdomCRD 6397271 · Dallas, TX
  IA RegisteredRegistration inactive
• Shirley Ann OgdenCRD 4531412 · Dallas, TX
  IA Registered
• Daniel Scott PetersCRD 2208921 · Dallas, TX
  IA Registered
• Dana PackettCRD 7867324 · Dallas, TX
  IA Registered
• Jaryn Rose QuickCRD 7188707 · Dallas, TX
  IA Registered
• Marco Andres RodriguezCRD 2352617 · Dallas, TX
  IA RegisteredRegistration inactive
• Jason Allen RomphCRD 5370273 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Benjamin Scott ShaeCRD 5333646 · Dallas, TX
  IA Registered
• Eric Mathews SmithCRD 5246664 · Dallas, TX
  IA Registered
• Christina Susanne WilliamsCRD 3146987 · Dallas, TX
  IA Registered
• Trey Elden WaiteCRD 7189239 · Dallas, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.