Lee Financial, based in Dallas, TX, is ranked No. 61 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.2B

Years in Business: 48

Accounts Under Management: 3,500

Previous appearances on FA 100 List: 4 (No. 53 in 2022)

Principals:

Richard Lee, Chief Executive Officer

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Christie Williams, President

Contact:

leefin.com

8350 North Central Expressway, Suite 1800, Dallas, TX 75206

(972) 960-1001

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