Richie Lee

Chief Executive Officer at

Lee Financial Co. LLC

Consumer Services

Commercial Services

Technology Services

Profile

Mr. Richard R.
Lee is a Chairman, Founder & Partner at Lee Financial Co. LLC.
He established Lee Financial in 1975 and serves as Chairman and Founder.
Early in his career, he recognized the value of financial planning and helping people make informed decisions, as well as the conflicts inherent in a product-driven industry.
In response, he founded Lee Financial as a fee-only financial planning and investment advisory firm.
He earned a Bachelor of Business Administration from the University of Texas and a Master of Business Administration from Southern Methodist University.

Richie Lee active positions

Companies	Position	Start
Lee Financial Co. LLC Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy.	Chief Executive Officer	01/01/1975
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization	Corporate Officer/Principal	-

All active positions of Richie Lee

Former positions of Richie Lee

Companies	Position	End
Carreker Corp. Carreker Corp. Packaged SoftwareTechnology Services Develops payments related software	Director/Board Member	13/07/2006
SpineMark Corp. SpineMark Corp. Medical/Nursing ServicesHealth Services Operates spine care centers	Treasurer	-

See the detail of Richie Lee's experience

Training of Richie Lee

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Richie Lee's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	7
Carreker Corp. Carreker Corp. Packaged SoftwareTechnology Services Develops payments related software	Technology Services
SpineMark Corp. SpineMark Corp. Medical/Nursing ServicesHealth Services Operates spine care centers	Health Services
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lee Financial Co. LLC Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy.	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization	Commercial Services

See company connections