Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Burris is an Investment Advisor Representative associated with Lee Financial Company, LLC, located in Dallas, TX. Barbara has been in the industry since January 2013 and has been registered with the state of Texas since May 10, 2024. Barbara has a long history of providing financial advice to a variety of clients, including individuals, corporations, businesses, trusts, estates, and charities. Barbara also provides financial planning services and selects other advisors as needed. In addition to her role as an Investment Advisor Representative, Barbara owns and operates Barbara Burris Management, a bookkeeping business in Dallas, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
05/10/2024 - Present
LEE Financial Company, LLC (DALLAS TX)
Active
Inactive
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