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
| Title | Senior Portfolio Manager / Owner |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2020 |