Alexander
Nickerson
Lee Financial Company, LLC
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About this Advisor
Alexander Nickerson is a certified financial planner based out of Dallas, Texas with 2 years of relevant experience. Nickerson is an advisor for Lee Financial Company, LLC. During their career, the advisor has held roles at Lee Financial, Cypress Point Wealth Management and Levy Restaurants. Nickerson is registered to advise clients in Texas. Lee Financial Company, LLC is an advisory business based in Dallas, TX. It administers $1 billion in assets among its 1,483 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,483 client accounts, 50% belong to high-net-worth investors who have greater than $1 million in investable assets. Lee Financial Company, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees largely vary depending on which services are provided. However, fee types billed by Lee Financial Company, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lee Financial Company, LLC Brokerage Details
$1,166,341,053
35
1,483
$786,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Alexander Nickerson Work History
Alexander has been registered as a financial advisor for 2 years.*
Lee Financial
Cypress Point Wealth Management
Levy Restaurants
Levy Restaurants
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Nickerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lee Financial Company, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
