Provident Business Brokers is a full-service business advisory firm based in Houston, Texas. Established in 2013, our aim is to find success for businesses planning an exit strategy and businesses looking to expand through franchising. With large scale solutions, communication, development and project management, we offer our clients the full package.
Founder and Principal
David Lee is Founder and Principal of Provident Business Brokers. He began his career on Wall Street, New York, and brings over 18 years of financial investment and market experience, which include corporate finance and an in-depth knowledge of mergers and acquisitions.
Over the course of his career, in addition to his business advisory experience, he has held executive level positions in banking, finance, strategic planning, and sales & marketing. Prior to founding Provident Business Brokers, Mr. Lee spent 19 years with various investment banking firms, including Morgan Stanley, Raymond James, and Barron Chase Securities.
He has held FINRA designated licenses including: Securities Registered Representative License (Series 7),
General Securities Principal (Series 24),
Financial and Operations Principal (Series 27), Registered Investment Advisor (Series 66).
David Lee, Principal
Provident Business Brokers