David Lee Financial Overview
- Founded
-
1985
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
David Lee Financial General Information
Description
Provider of investment advisory services. The company offers securities, portfolio and advisory services.
Contact Information
Website
www.davidleefinancial.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
- 5050 Poplar Avenue
- Suite 1522
- Memphis, TN 38157
- United States
David Lee Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
David Lee Financial Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Bradford McMillan | Vice President and Chief Investment Officer |