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Barbara Burris

Lee Financial Company, LLC

Dallas, TX

CRD 7867318

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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_RES 2024-05-10
  • TX RA
    APPROVED_RES
    Since 2024-05-10

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 Dallas TX 01/2013 Present
  • 01/2013 → Present
    Lee Financial Company
    Dallas, TX
Other Businesses

Barbara Burris Management Not investment related 1547 North Buckner Dallas, TX 75218 Bookkeeping Owner Self Employed started in 1987 10 hours

Other Names
  • Barbara Anne Knoblauch

View on SEC IAPD

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