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Samuel Lees

LMG WEALTH PARTNERS, LLC·SHREVEPORT, Louisiana
Clean recordLMG 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel Lees 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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1491519
Firm CRD# 318023
View on FINRA BrokerCheck →

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05

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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Other Advisors at LMG WEALTH PARTNERS, LLC

Vickie Lynn Chrisman
SHREVEPORT, LA
Jeffrey Lane Monsour
SHREVEPORT, LA

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Research
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