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Daniel Scott Peters

Senior Portfolio Manager / OwnerLee Financial Company, LLCCRD 2208921

About Daniel Scott Peters

Daniel Scott Peters is listed as Senior Portfolio Manager / Owner at Lee Financial Company, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Lee Financial Company, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Scott Peters work?

Daniel Scott Peters is listed as Senior Portfolio Manager / Owner at Lee Financial Company, LLC on SEC Form ADV.

How much of Lee Financial Company, LLC does Daniel Scott Peters own?

Form ADV reports a beneficial ownership band of 10-25%.

Lee Financial Company, LLC

TitleSenior Portfolio Manager / Owner
Ownership10-25%
Control personNo
Since2020
View Lee Financial Company, LLC →