Shirley Ann Ogden
Investment adviser representative at Lee Financial Company, LLC
33 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Lee Financial Company, LLCNov 1993 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lee Financial Company, LLC
$1.7BAssets managed
443Clients
30Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4531412
- Firm CRD
- 105910