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FPA PlannerSearch Participants:

Find the Certified Financial Planner™
Who's right for you.

Lee Financial Corporation

12222 Merit Dr
Ste 1500
Dallas, TX 75251
Phone: (972) 960-1001

Household Income Minimum: $0
Investable Asset Minimum: $3,000,000

Specialties

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.