The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

50. Lee Financial

CNBC.com staff@CNBC
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Lee Financial, based in Dallas, Texas, is ranked No. 50 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.4B

Years in Business: 49

Accounts Under Management: 1,665

Previous appearances on FA 100 List: 5 (No. 61 in 2023)

Principals:

Christina Williams, President

Richard Lee Jr., President

William Lucky II, Chief Financial Officer

Contact:

leefin.com

8350 North Central Expressway, Dallas, TX 75206

(972) 960-1001

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