Unclaimed Profile

Samuel Lees

LMG WEALTH PARTNERS, LLC·SHREVEPORT, Louisiana

SIE, Series 7, Series 63, Series 65Clean record15 years registeredLMG WEALTH PARTNERS, LLC

9335 ELLERBE ROAD, SHREVEPORT, LA 71106CRD# 1491519Firm CRD# 318023

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Lees · SHREVEPORT, LA

Registration

CRD #1491519 · LMG WEALTH PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LEES MONSOUR GROUP

Mar 2022 – present

STEPHENS

Feb 2014 – Mar 2022

SHREVEPORT, LA

MORGAN STANLEY

Nov 2010 – Feb 2014

SHREVEPORT, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 18, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LMG WEALTH PARTNERS, LLC

CRD 318023 · SEC 801-123403

AUM

$514M

Regulatory assets under management

Employees

938 client accounts

Services offered by LMG WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LMG WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Samuel Lees offer?

Samuel Lees specializes in Financial Planning, Investment Management. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Samuel Lees's credentials?

Samuel Lees is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Lees located?

Samuel Lees 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 Samuel Lees charge for services?

Samuel Lees'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.

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