Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Beattie is an investment advisor representative at Lee Financial Company, LLC in Dallas, TX. Sarah is registered with the state of Texas and has been in the industry since May 2007. Sarah specializes in financial planning, portfolio management for individuals and businesses, and investment advice to individuals, pensions, profit-sharing plans, trusts, estates, charities, corporations, and businesses.
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.
1
2
TX
08/14/2024 - Present
LEE Financial Company, LLC (DALLAS TX)
Active
Inactive
Not sure Sarah Beattie is the right advisor for you? Invested Better is here to help.
