FA 100

Register now for CNBC's FA Summit on May 22nd

The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

61. Lee Financial

WATCH LIVE

Lee Financial, based in Dallas, TX, is ranked No. 61 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.2B

Years in Business: 48

Accounts Under Management: 3,500

Previous appearances on FA 100 List: 4 (No. 53 in 2022)

Principals:

Richard Lee, Chief Executive Officer

Christie Williams, President

Contact:

leefin.com

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

(972) 960-1001