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Nicholas Shawn Gibson

LEE Financial Company, LLC

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About Nicholas Shawn Gibson

Nicholas Gibson is a registered Investment Advisor Representative with LEE Financial Company, LLC in Dallas, TX. Nicholas has been in the industry since May 2002. Nicholas is a Certified Financial Planner. Nicholas is registered with the state of Texas to provide investment advice. Nicholas specializes in providing investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, and businesses. Nicholas provides financial planning services, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Nicholas Gibson 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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Nicholas Gibson’s Registration & Firm History

TX

10/06/2004 - Present

LEE Financial Company, LLC (Dallas TX)

FL

05/08/2002 - 05/07/2004

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

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Licenses & Designations

IA

Issued 10/04/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Shawn Gibson.
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