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Jaime Nichole Boyles

Lee Financial Company, LLC

Dallas, TX

CRD 4530802

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Employer firm

Lee Financial Company, LLC CRD 105910

$1.68B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lee Financial Company, Llc

8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2002-04-25
  • TX RA
    APPROVED
    Since 2002-04-25

Branch Locations

8350 N. Central Expressway, Suite 1800, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lee Financial Corporation Dallas TX 01/1998 Present
  • 01/1998 → Present
    Lee Financial Corporation
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-18
  • S65 Uniform Investment Adviser Law Examination
    2002-03-18
Designations
  • Certified Financial Planner
Other Names
  • Jaime Nicole Boyles
  • Jaime Nichole Gibbens

View on SEC IAPD

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