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Christina Susanne Williams

LEE Financial Company, LLC

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About Christina Susanne Williams

Christina Williams is a financial advisor with Lee Financial Company, LLC. Christina has been in the financial industry since August 2002. Christina has a Series 7 and Series 63 license. Christina specializes in portfolio management for individuals, businesses, pooled investment vehicles and retirement planning. Christina provides services to high net worth individuals, individuals other than high net worth, corporations and other businesses, charitable organizations, pension and profit sharing plans, and pooled investment vehicles.

Firm Information

Christina Williams is currently registered with LEE Financial Company, LLC. LEE Financial Company, LLC is a registered investment advisor located in Dallas, Texas. The firm manages approximately $1 billion to $10 billion in assets and provides investment advice to a variety of clients, including individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses. The firm also offers financial planning and portfolio management services.
LEE Financial Company, LLC

8350 N. CENTRAL EXPRESSWAY

DALLAS, TX 75206

$1.34B

Assets Under Management

4

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses

Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina Williams’s Registration & Firm History

TX

05/28/2004 - Present

LEE Financial Company, LLC (DALLAS TX)

FL

08/22/2002 - 05/12/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 12/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Susanne Williams.
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