Lee Humphrey, Financial Advisor

FINANCIAL ADVISOR
Lee D Humphrey Jr

CFP®, ChFC®, CEPA®, AAMS™, CRPC™, CRPS™
213 North Broadway, Billings, MT 59101opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Team Members

  • Caitlin Livesay
    Sr. Branch Office Administrator
    FPQP®
  • Tami Goff
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(406) 254-0403

Fax

(888) 599-2773

Office Address

213 North Broadway
Billings, MT 59101opens in a new window

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