Richie Lee

Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.

Carreker Corp. develops payments related software and consulting solutions to financial institutions and financial service providers. Its services include consulting, project management and software implementation. The company offers tools for fraud detection, payment systems, cash inventory management and cost reduction. The firm is located in Dallas, TX.

SpineMark Corp. provides spine care services. It offers spine centers and clinical research management. for consumers, employers and third party payers. The company utilizes a national independent physicians association to pursue and negotiate contracts from employers, payers and workers. Its services also include research, education and participation in national contracts for spine care. SpineMark was founded in 2004 and is headquartered in San Diego, CA.