Shirley
Ogden
Lee Financial Company, LLC
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About this Advisor
Shirley Ogden is a chartered financial analyst working out of Dallas, Texas with a total of 23 years of industry experience. Ogden is an advisor for Lee Financial Company, LLC. They have spent their entire employment at Lee Financial Company, Llc. Ogden is approved to work in Colorado and Texas. Lee Financial Company, LLC is a registered investment firm operating out of Dallas, TX. It has $1 billion in assets under management between its 1,483 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 1,483 accounts, 50% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a broad 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. Financial management fees depend on which services the firm provides the client. However, fees billed by Lee Financial Company, LLC can include 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
Shirley Ogden Work History
Shirley has been registered as a financial advisor for 23 years.*
Lee Financial Corporation
*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 Shirley Ogden 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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