Lee Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you while providing excellent client service and guidance to help you pursue your financial and life goals.
Lee Wealth Management provides the following investment products and services:
Advisory and Brokerage Services
Business Retirement Plans
College and Retirement Planning
Risk Management
The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NE, NM, OH, SD, TX, UT, VA, WI, WY
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
www.FINRA.org
www.SIPC.org
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