William Albert Luckey

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

• 04/2007 → Present
  Lee Financial Corporation
  Dallas, TX

Previous Registrations

• 2005-10-21 → 2006-04-04
  Lee Financial Company, Llc
  Dallas, TX

Other Businesses

Business: Real estate, financing and database consulting services, not investment-related. Location: 7612 Dunoon Ave., Dallas, TX 75248. Start Date: July 1997. Hours devoted to business: 15 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-28