The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

53. Lee Financial

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Lee Financial, based in Dallas, TX, is ranked No. 53 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.2B

Years in Business: 47

Accounts Under Management: 1,600

Previous appearances on FA 100 List: 3 (No. 48 in 2021)

Principals:

Christina Williams, President

Richard Lee Jr., Chief Executive Officer, Chairman & Founder

Contact:

leefin.com

8350 North Central Expressway, Suite 1800, Dallas, TX 75206

(972) 960-1001