Marco
Rodriguez
Lee Financial Company, LLC
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About this Advisor
Marco Rodriguez is a chartered financial analyst operating in Dallas, Texas who has 1 year of industry experience. Rodriguez is an employee of Lee Financial Company, LLC. Throughout their career, they have worked at Stonegate Capital Markets, Inc, Stonegate Securities, Inc, Stonegate Capital Partners, Inc and Lee Financial Company. Rodriguez has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lee Financial Company, LLC is a business operating out of Dallas, TX. It handles $1 billion in assets among its 1,483 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,483 customer accounts, 50% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a wide array 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. Fees for financial management typically vary depending on which service is offered. Fees charged by Lee Financial Company, LLC likely are comprised 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
Marco Rodriguez Work History
Marco has been registered as a financial advisor for 1 years.*
Lee Financial Company
Stonegate Capital Markets, Inc
Stonegate Capital Partners, Inc
Stonegate Securities, Inc
*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 Marco Rodriguez 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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