Lee Financial Company, based in Dallas, is ranked No. 33 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.6 billion
Accounts Under Management: 1,765
Years in Business: 50
Leadership and Contact Information:
Christina Williams, president
William Luckey, chief financial officer
Jaime Boyles, director of financial planning
leefin.com
8350 North Central Expressway, Dallas, TX 75206
(972) 960-1001
