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Lee Financial Corporation

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Facts about Lee Financial Corporation

Description
Founded in 1975, Lee Financial is an independent Dallas-based wealth management firm providing tailored, fee-only advisory services to hi...
Website
leefin.com
HQ Location
Dallas, Texas, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of Lee Financial Corporation

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@lee-financial-corporation

Lee Financial Corporation employees

Richard Lee avatar
Richard Lee
CEO & Founder
Christie Williams avatar
Christie Williams
President
Craig Caudle avatar
Craig Caudle
Director of Client Development
Marco Rodriguez avatar
Marco Rodriguez
Director of Research
Jaime Boyles avatar
Jaime Boyles
Director Of Financial Planning
Ben Shae avatar
Ben Shae
Director of Operations and Client Service
Jan Apthorp avatar
Jan Apthorp
Human Resources Manager
Mark Whidby avatar
Mark Whidby
Doug Jones avatar
Doug Jones
Investment Strategist
William Luckey avatar
William Luckey
Chief Financial Officer
Alex Nickerson avatar
Alex Nickerson
Associate Financial Planner
Sharon Wilson avatar
Sharon Wilson
Administrator/Bookkeeper
Justin Luddeke avatar
Justin Luddeke
Senior Financial Planner
Corbin Caudle avatar
Corbin Caudle
Family & Human Capital Analyst
Dan Peters avatar
Dan Peters
Senior Portfolio Manager
Jason Romph avatar
Jason Romph
Trader/ Associate Analyst
Rick Drew avatar
Rick Drew
Family Capital Senior Analyst
Patricia Stoll avatar
Patricia Stoll
Chief Compliance Officer
Michele Bergeron avatar
Michele Bergeron
Human Capital Strategist
Jacob Odom avatar
Jacob Odom
Portfolio Manager
Sarah Henze avatar
Sarah Henze
Senior Portfolio Manager
Jaryn Quick avatar
Jaryn Quick
Financial Advisor
Carol Birdsong avatar
Carol Birdsong
Operations Manager
Nic Gibson avatar
Nic Gibson
Capital Strategist
Danny Boyce avatar
Danny Boyce
Senior Portfolio Manager
Trey Waite avatar
Trey Waite
Financial Planner
Tanner Castle avatar
Tanner Castle
Financial Planner

Frequent questions about Lee Financial Corporation

How many employees does Lee Financial Corporation have?
Lee Financial Corporation has approximately 11-50 employees.
What is Lee Financial Corporation's industry?
Lee Financial Corporation is involved in the industry of Financial Services.
Where is Lee Financial Corporation's headquarters?
Lee Financial Corporation's headquarters is located in Dallas, Texas, United States.
What is the website of Lee Financial Corporation?
You may visit their official website at https://leefin.com
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