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: 46
Accounts Under Management: 400
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Previous appearances on FA 100 List: 2 (No. 65 in 2020)
Richard Lee Jr., Founder & Chief Executive Officer
Christina Williams, President
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206