Tanner
Castle
Lee Financial Company, LLC
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About this Advisor
Tanner Castle is a certified financial planner working out of Dallas, Texas who has 5 years of relevant experience. Castle is an employee of Lee Financial Company, LLC. Their career trajectory has included roles at Lee Financial Company, Lowell And Company, Double-T Painting, Student and Doc'S Liquor Store. Castle holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Texas. Lee Financial Company, LLC is a registered investment company headquartered in Dallas, TX. It handles $1 billion in assets between its 1,483 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,483 customer accounts, 50% are associated with high-net-worth investors who have more than $1 million in assets. Lee Financial Company, LLC offers a number 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 advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Lee Financial Company, LLC can be 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
Tanner Castle Work History
Tanner has been registered as a financial advisor for 5 years.*
Lee Financial Company
Lowell And Company
Doc'S Liquor Store
Double-T Painting
Student
*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 Tanner Castle 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.
