Trey
Waite

Lee Financial Company, LLC

CRD#7189239
Investment Advisor
in Dallas, TX

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About this Advisor

Trey Waite is a certified financial planner working in Dallas, Texas with a total of 3 years of relevant experience. Waite is on the advisory team at Lee Financial Company, LLC. The advisor has gained experience at Shoshone School District, Jimmy Johns, Yavapai College, Bureau Of Land Management, Texas Tech University, Regentatlantic, Sullivan Bruyette Speros & Blayney, LLC and Lee Financial. Waite is able to operate in Texas. Lee Financial Company, LLC is a registered investment firm that has its headquarters in Dallas, TX. It oversees $1 billion in assets under management among its 1,483 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,483 accounts, 50% are held by high-net-worth clients who have greater than $1 million in investable assets. Lee Financial Company, LLC offers a broad 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. Fees for financial advice usually are based on the type of financial services provided. However, fee types billed by Lee Financial Company, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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

$1,166,341,053

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

35

TX Average: 49
Total Number of Accounts

1,483

TX Average: 2,315
Average Account Size

$786,474

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

Trey Waite Work History

Trey has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Lee Financial

2018 - 2019 (1 year)

Sullivan Bruyette Speros & Blayney, LLC

2017 - 2017 (< 1 year)

Regentatlantic

2017 - 2017 (< 1 year)

Texas Tech University

2016 - 2016 (< 1 year)

Bureau Of Land Management

2016 - 2017 (1 year)

Texas Tech University

2015 - 2015 (< 1 year)

Bureau Of Land Management

2015 - 2016 (1 year)

Texas Tech University

2014 - 2014 (< 1 year)

Jimmy Johns

2014 - 2015 (1 year)

Yavapai College

2010 - 2014 (4 years)

Shoshone School District

*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 Trey Waite 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

Justin Luddeke
Dallas, TX
Adrienne Anthony
Dallas, TX
Eric Smith
Dallas, TX
Alexander Nickerson
Dallas, TX
Jaryn Quick
Dallas, TX
Jason Romph
Dallas, TX
Richard Lee
Dallas, TX
Trey Waite
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.

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