Lee Financial, based in Dallas, TX, is ranked No. 48 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.2B
Years in Business:Â 46
Accounts Under Management: 400
Previous appearances on FA 100 List:Â 2 (No. 65 in 2020)
Principals:
Richard Lee Jr., Founder & Chief Executive Officer
Christina Williams, President
Contact:
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
(972) 960-1001