David Lee Financial Overview

  • Founded
  • 1985
Founded
  • 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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Summit Wealth Group
Primary Office
  • 5050 Poplar Avenue
  • Suite 1522
  • Memphis, TN 38157
  • United States
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David Lee Financial Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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David Lee Financial Executive Team (2)

Name Title Board Seat Contact Info
David Lee Founder
Bradford McMillan Vice President and Chief Investment Officer
To view David Lee Financial’s complete executive team members history, request access »