Lee Financial
William A Luckey II has a diverse work experience spanning over several years. William A began their career as a Senior Tax Accountant at Arthur Andersen and Company in 1982, where they focused on real estate and healthcare. During their time there, they worked on a national team that developed the first PC-based real estate projection model for the firm.
In 1985, Luckey joined The Linvest Company as Vice President Finance, a position they held until 1997.
In 1997, Luckey started their own company called Bill Luckey Real Estate Finance, where they served as the Owner. William A operated this business until 2007.
Currently, Luckey holds the position of Chief Financial Officer at Lee Financial since April 2007.
William A Luckey II attended The University of Texas at Austin from 1979 to 1982, where they pursued a Bachelor of Business Administration (BBA) degree with a focus on Accounting and Finance.
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Lee Financial
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.