The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

40. Lee Financial Co.

At Lee Financial their "WholeVision" approach allows its investment professionals to develop a financial plan with considerable depth and understanding for their clients' diverse needs. Their stated mission is to help clients make careful, intelligent decisions for the purpose of achieving security, success, fulfillment and significance in their lives. They attribute their longstanding success to prioritizing client needs above all else.

Total AUM: 1.02B+

Years in Business: 23

Accounts Under Management: 1,646


Richard Lee, Founder & Chief Executive Officer

Dana Pingenot, President & Senior Financial Planner


8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

(972) 960-1001