Best Investors Account Sign in
Inactive

Richard Alan Drew

Lee Financial Company, LLC

Dallas, TX

CRD 7591094

Claim This Profile
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 2022-08-26
  • TX RA
    APPROVED
    Since 2022-08-26

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 Company, Llc Dallas TX 06/2022 Present
Comsovereign Holding Corp. Dallas TX 06/2021 06/2022
Rad Joy, Llc Colleyville TX 05/2016 Present
  • 06/2022 → Present
    Lee Financial Company, Llc
    Dallas, TX
  • 06/2021 → 06/2022
    Comsovereign Holding Corp.
    Dallas, TX
  • 05/2016 → Present
    Rad Joy, Llc
    Colleyville, TX
Designations
  • Chartered Financial Analyst
Other Names
  • Rick Alan Drew

View on SEC IAPD

Nearby Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL

Nearby Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor