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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Coxe is an Investment Advisor Representative with Lee Financial Company, LLC. Ryan is registered in Texas. Ryan has 1 state exam, the Uniform Investment Adviser Law Examination, and is currently active in the industry. Ryan has been employed by Lee Financial Company, LLC since April 2023.
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
06/29/2024 - Present
LEE Financial Company, LLC (DALLAS TX)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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