About Lee Financial

Website
Website
Employees
Employees
11-50 employees View all
Industry
Industry
Financial Services
Location
Location
8350 N. Central Expressway, Suite 1800, Dallas, Texas 75206, US
Description
Information
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.

Lee Financial Alternatives

Industry
Financial Services
Industry
Financial Services
Industry
Financial Services
Industry
Financial Services
Industry
Financial Services
Industry
Financial Services
Industry
Financial Services
Industry
Financial Services

Frequently Asked Questions about Lee Financial

What is Lee Financial email format?

The widely used Lee Financial email format is {f}{last} (e.g. [email protected]) with 63.64% adoption across the company.


What is Lee Financial customer service number?

To contact Lee Financial customer service number in your country click here to find.


Who is the CEO of Lee Financial?

Ara Hovanesian is the CEO of Lee Financial. To contact Ara Hovanesian email at [email protected].


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