Welcome To Lee Financial Associates

Lee Financial Associates, Inc. is an independent investment advisory firm, founded in 1968 and located in Ellicott City, Maryland. We work with over 400 clients both in the mid-Atlantic region and around the country. We take pride in building confidence and trust with our clients and always provide unbiased financial advice.

Those we work with include successful and emerging professionals, corporate executives, business owners, and individuals and families with substantial assets.

James Lee is a Registered Representative of and offers securities products and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer and investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Maine (ME), Massachusetts (MA), Maryland (MD), Minnesota (MN), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Washington (DC), South Carolina (SC), Virginia (VA), West Virginia (WV). No offers may be made or accepted from any resident outside the specific states referenced. James Lee is also separately registered as an investment adviser representative under Lee Financial Associates, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc., Offering advisory services in the states of Maryland (MD).

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Welcome To Lee Financial Associates

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Lee Financial Associates, Inc.