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Sarah Henze

Lee Financial Company, LLC

Dallas, TX

CRD 5752072

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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 2010-01-21
  • TX RA
    APPROVED
    Since 2010-01-21

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 01/2010 Present
  • 01/2010 → Present
    Lee Financial Corporation
    Dallas, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

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