Unclaimed Profile

Vickie Lynn Chrisman

LMG WEALTH PARTNERS, LLC·SHREVEPORT, Louisiana

SIE, Series 7, Series 63Clean record16 years registeredLMG WEALTH PARTNERS, LLC

9335 ELLERBE ROAD, SHREVEPORT, LA 71106CRD# 4888868Firm CRD# 318023

Profile Verification

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

Identity

Vickie Lynn Chrisman · SHREVEPORT, LA

Registration

CRD #4888868 · LMG WEALTH PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

LEES MONSOUR GROUP

Jul 2022 – present

STEPHENS

Feb 2014 – Apr 2022

SHREVEPORT, LA

MORGAN STANLEY

Apr 2010 – Feb 2014

SHREVEPORT, LA

WELLS FARGO ADVISORS, LLC

Feb 2010 – Apr 2010

SHREVEPORT, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 19, 2010

Years registered · 16

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 Vickie Lynn Chrisman offer?

Vickie Lynn Chrisman specializes in Financial Planning, Investment Management. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Vickie Lynn Chrisman's credentials?

Vickie Lynn Chrisman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vickie Lynn Chrisman located?

Vickie Lynn Chrisman 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 Vickie Lynn Chrisman charge for services?

Vickie Lynn Chrisman'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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