background of header
foreground of header

2023 FA 100 LIST

The CNBC FA 100 celebrated the advisory firms that topped the list in 2023 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2023 FA 100

61. Lee Financial

WATCH LIVE

Lee Financial, based in Dallas, TX, is ranked No. 61 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.2B

Years in Business: 48

Accounts Under Management: 3,500

Previous appearances on FA 100 List: 4 (No. 53 in 2022)

Principals:

Richard Lee, Chief Executive Officer

Christie Williams, President

Contact:

leefin.com

8350 North Central Expressway, Suite 1800, Dallas, TX 75206

(972) 960-1001

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.