Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Albert Luckey is an investment advisor representative associated with Lee Financial Company, LLC, and has been in the industry since April 2007. William has a Series 65 license and is registered in Texas. William has 207 high-net-worth individual clients and 193 individual clients other than high-net-worth. William is also an active real estate, financing, and database consultant, having been engaged in these activities since July 1997.
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
05/17/2007 - Present
LEE Financial Company, LLC (DALLAS TX)
IA
Issued 09/28/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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