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Lea Financial Management, Inc., is an organization with a straightforward goal. We want to give our clients professional financial advice and asset management at a justifiable cost. We at Lea Financial believe this advice is born of objectivity, integrity, knowledge, and experience. These highly developed fundamentals are combined to provide a competence that allows us to help you successfully prepare for your financial future.

 

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Lea Financial Management, Inc., (LFM) provides investment advice and asset management as well as retirement planning.  This website does not attempt to offer personalized investment advice or financial planning advice, but rather is limited to the dissemination of general information to clients and potential clients of LFM.

Registered persons of LFM conduct investment advisory services and other securities activities as representatives of Institutional Securities Corporation; 3500 Oaklawn Avenue, Suite 400, Dallas, Texas 75219, (800) 888-3520.  Institutional Securities Corporation is a broker-dealer and a member of FINRA and SIPC and is registered with the U.S. Securities and Exchange Commission as an Investment Advisor.  Lea Financial Management, Inc. is independent of Institutional Securities Corporation.  LFM is located at 4444 Carter Creek Parkway, Suite 104, Bryan, Texas 77802, (800) 262-9101.

The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which Institutional Securities Corporation, or its registered representatives, maintains registration.

Information associated with this website is believed to be accurate; however, LFM does not guarantee the accuracy of the information presented.  Furthermore, LFM has no control over the accuracy of the websites that are found through the links within.