Christina Susanne Williams

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 01/2020
  Lee Financial Corporation
  Dallas, TX
• 02/2020 → Present
  Lee Financial Corporation
  Dallas, TX
• 01/2010 → 02/2020
  Lee Financial Corporation
  Dallas, TX

Previous Registrations

• 2003-11-10 → 2004-11-30
  Quest Capital Management, Inc.
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-12-13

Designations

• Certified Financial Planner

Other Names

• Christie Davis
• Christina Susanne Davis