William Gentry Lee,  CFP<sup>&reg;</sup> - Financial Advisor

William Gentry Lee, CFP®

President

Elfam Investments Company LLC

3665 Overbrook Ln
Houston, TX 77027-4127
17136294418

General

William Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elfam Investments Company LLC in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships

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Helpful Financial Planning Resources