LEE Financial Company LLC
Legal Name: LEE FINANCIAL COMPANY, LLC
Full Contact Details
LEE Financial Company LLC
8350 N. CENTRAL EXPRESSWAY, SUITE 1800, DALLAS, TX
972-960-1001
972-404-1123
Other Info
LEE Financial Company LLC, operating as LEE FINANCIAL COMPANY, LLC, is a Texas-based Limited Liability Company with a team of 32 employees, including 24 in advisory roles. The firm boasts a clientele base of 6. With a long-standing history of regulatory compliance, the firm's SEC status is listed as Approved, dating back to Apr 26, 1975.
Security. Clarity. Confidence.Innovative solutions for long term financial successWhat We DoLee Financial in Your CornerSince 1975, we have been proudly helping families and businesses reach their financial goals. We are leaders in the field of fee-only financial advice. We are independent, working …
Direct Owners
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CHRISTINA SUSANNE WILLIAMS
DIRECTOR OF FINANCIAL PLANNING owns less than 5%
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DANA LYNN PINGENOT
PRESIDENT/SECRETARY/SENIOR FINANCIAL PLANNER owns less than 5%
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LFC HOLDING CO.
OWNER owns 75% or more
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MARK WENDALL WHIDBY
CHIEF INVESTMENT OFFICER owns less than 5%
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PATRICIA GAMEZ STOLL
CHIEF COMPLIANCE OFFICER owns less than 5%
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RICHARD ROCHESTER LEE
CEO/FOUNDER/ADVISOR owns less than 5%
Indirect Owners
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LEE, RICHARD, ROCHESTER
ACTIVE owns more than 50% but less than 75%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
NATIONAL ADVISORS TRUST COMPANY
United States -
NATIONAL ADVISORS TRUST COMPANY, FSB
United States
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