Claim Profile
JM

Jeffrey Lane Monsour

LMG WEALTH PARTNERS, LLC·SHREVEPORT, Louisiana
Unclaimed Profile
9335 ELLERBE ROAD, SHREVEPORT, LA 71106CRD# 2483811Firm CRD# 318023
01

About

Jeffrey Lane Monsour is a registered financial advisor based in SHREVEPORT, Louisiana, affiliated with LMG WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LMG WEALTH PARTNERS, LLC
LEES MONSOUR GROUP
AUM
$514M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2483811
Firm CRD# 318023
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHREVEPORT?

Browse all registered financial advisors in SHREVEPORT, Louisiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Lane Monsour offer?
Jeffrey Lane Monsour specializes in Financial Planning, Investment Management. Contact their office in SHREVEPORT, Louisiana for a consultation.
What are Jeffrey Lane Monsour's credentials?
Jeffrey Lane Monsour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lane Monsour located?
Jeffrey Lane Monsour is based in SHREVEPORT, Louisiana, working with LMG WEALTH PARTNERS, LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.
How does Jeffrey Lane Monsour charge for services?
Jeffrey Lane Monsour's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LMG WEALTH PARTNERS, LLC?
LMG WEALTH PARTNERS, LLC has approximately 4 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty