David Lee Financial Overview

  • Founded
  • 1985

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

David Lee Financial General Information


Provider of investment advisory services. The company offers securities, portfolio and advisory services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
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/
Post-Val Status Debt

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David Lee Financial Executive Team (2)

Name Title Board Seat Contact Info
Bradford McMillan Vice President and Chief Investment Officer
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