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LEE FINANCIAL COMPANY, LLC

DALLAS, TX · CRD 105910 · IAPD ↗ · 972-960-1001

$1.68BRegulatory AUM
22Advisory reps
39Employees
4Clients
251-500Planning clients
4Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — LEE FINANCIAL COMPANY, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.