Daniel
Peters

Lee Financial Company, LLC

CRD#2208921
Investment Advisor
in Dallas, TX

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About this Advisor

Daniel Peters is a financial advisor based in Dallas, Texas, working with Lee Financial Company, LLC. Daniel has previously held a position at Lee Financial Corporation. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Daniel is part of Lee Financial Company, LLC, which operates out of Dallas, Texas. The firm has 36 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers a range of services, including 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. The fee structure at Lee Financial Company, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8350 N. Central Expressway Suite 1800
Dallas, TX 75206

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Lee Financial Company, LLC Brokerage Details

Total Assets Under Management

$1,337,614,017

TX Average: $3,042,739,679
Total Number of Employees

36

TX Average: 49
Total Number of Accounts

1,643

TX Average: 2,315
Average Account Size

$814,129

TX Average: $1,314,358

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

Daniel Peters Work History

2009 - Present (15 years)

Lee Financial Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Peters 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

Trey Waite
Dallas, TX
Jacob Odom
Dallas, TX
Alexander Nickerson
Dallas, TX
Michele Bergeron
Dallas, TX
Barbara Burris
Dallas, TX
Justin Luddeke
Dallas, TX
Adrienne Anthony
Dallas, TX
Jason Romph
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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