Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Luddeke is a financial advisor with LEE Financial Company, LLC, a firm with a client base focused on high-net-worth individuals, charitable organizations, and pooled investment vehicles. Justin's firm manages over $1 billion in assets and offers a variety of services including financial planning, portfolio management, and selection of other advisors. Justin's registration as an Investment Advisor Representative dates back to December 2008 and he holds a Series 65 license. He is a Certified Financial Planner.
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
12/12/2008 - Present
LEE Financial Company, LLC (Dallas TX)
IA
Issued 11/19/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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