DB
Danny R. Boyce
LEE FINANCIAL COMPANY
Dallas, TX 75206
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CRD#: 4531522
DB
Professional summary
Danny Ray Boyce, CFP® is a registered financial advisor currently at LEE FINANCIAL COMPANY, LLC located in Dallas, Texas.
Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Danny has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AS OF SEPTEMBER 2009, DANNY BOYCE IS THE PRESIDENT, SECRETARY AND TREASURER OF CAER INVESTMENTS, LLC, WHICH IS LOCATED AT 704 E. RIDGE STREET, ALLEN, TX 75002. CAER IS A PRIVATE ENTITY LLC FOR DANNY'S FAMILY THAT OWNSRENTAL HOMES AS INVESTMENTS. HE IS NOT COMPENSATED FOR HIS SERVICES MAKING INVESTMENT DECISIONS FOR CAER. MR. BOYCE IS CO-TRUSTEE OF JOHN WAYNE HERBERT TRUST. TRUST HAS CORPORATE TRUSTEE. NO COMPENSATION RECEIVED FOR THIS POSITION. AS OF Q4 2020, DANNY BOYCE IS A BOARD MEMBER AND TREASURER OF CITY OF ALLEN - ALLEN PARK FOUNDATION, A NON-PROFIT CITIZEN GROUP LOCATED AT 301 CENTURY PKWY, ALLEN, TX 75013. AS OF AUGUST 2021, MR. BOYCE IS INVOLVED IN INVESTMENT-RELATED ACTIVITIES FOR THIS ORIGANIZATION. THIS IS A VOLUNATRY ROLE AND ABOUT 2 HOURS PER MONTH ARE DEVOTED OUTSIDE OF NORMAL WORK HOURS. AS OF OCTOBER 2021, DANNY BOYCE IS THE FOUNDER, TREASURER AND CHAIRMAN OF THE BOARD FOR THE FLUBERT FOUNDATION, A PRIVATE CHARITABLE ORGANIZATION LOCATED AT 704 E. RIDGE ST. ALLEN, TX 75002. MR. BOYCE IS RESPONSIBLE FOR THE STRATEGIC DIRECTION OF THE PHILANTHROPIC ACTIVITIES OF THE FOUNDATION AND CREATION/EXECUTION OF THE INVESTMENT POLICY FOR THE MANAGEMENT OF THE FOUNDATION'S ASSETS. MR. BOYCE DEDICATES ABOUT 10 HOURS PER MONTH, ALL OUTSIDE OF NORMAL WORK HOURS. Danny is a Trustee of the Phillip Dorr Endowment Fund at Baylor University, for which he is not compensated. He also does not make investment decisions for the fund.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
February 10, 2000 - Present
LEE FINANCIAL COMPANY, LLC
Office #1: 8350 N. Central Expressway, Suite 1800, Dallas, TX 75206RIA
CRD#: 105910
Dallas, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LEE FINANCIAL COMPANY, LLC
LEE FINANCIAL COMPANY | LEE FINANCIAL CORPORATION | LEE FINANCIAL CORP | LEE FINANCIAL COMPANY, LLC
CRD#: 105910 / SEC#: 801-10722
RIA
Registered Investment Advisory firm - (4/26/1975 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/10/2000)
Exams
Current Firm
LF
LEE FINANCIAL COMPANY, LLC
LEE FINANCIAL COMPANY | LEE FINANCIAL CORPORATION | LEE FINANCIAL CORP | LEE FINANCIAL COMPANY, LLC
CRD#: 105910 / SEC#: 801-10722
RIA
Registered Investment Advisory firm - (4/26/1975 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8350 N. Central Expressway Suite 1800, Dallas, TX 75206
Mailing Address
Phone number
(972) 960-1001
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,677 |
| AUM (Assets Under Management) | $ 1,496,621,112 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 10/23/2023 | ||
| 01/23/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEE FINANCIAL COMPANY, LLC
CRD#: 105910Dallas, TX 75206TRUST BUT VERIFY
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