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Richard Rochester Lee

LEE Financial Company, LLC

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About Richard Rochester Lee

Richard Rochester Lee is a financial advisor with over 30 years of experience in the industry. Richard is registered with the state of Texas as an Investment Advisor Representative. Richard has been with Lee Financial Company, LLC since September 2010. Prior to that, Richard was with Lee Financial Corporation in Dallas, TX. Richard holds the Series 3 license and has earned the designations of Certified Financial Planner and Chartered Financial Analyst. Richard is also a member of the board of directors for Wynne/Jackson Inc., a real estate development firm. Richard is dedicated to providing financial advice to individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses.

Firm Information

Richard Lee 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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Richard Lee’s Registration & Firm History

TX

01/15/1988 - Present

LEE Financial Company, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 10/22/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Rochester Lee.
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