Unclaimed Profile

Ismael Lee Sanchez

MCGOWAN GROUP ASSET MANAGEMENT, INC.·DALLAS, Texas

SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65Clean record27 years registeredMCGOWAN GROUP ASSET MANAGEMENT, INC.

300 CRESCENT COURT, DALLAS, TX 75201CRD# 2950449Firm CRD# 154127

Profile Verification

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

Identity

Ismael Lee Sanchez · DALLAS, TX

Registration

CRD #2950449 · MCGOWAN GROUP ASSET MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCGOWAN GROUP ASSET MANAGEMENT, INC.

MCGOWAN GROUP ASSET MANAGEMENT, INC.

Jul 2014 – Jan 2026

DALLAS, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2014 – Jun 2014

DALLAS, TX

WFG ADVISORS, LP

Aug 2011 – Jun 2013

DALLAS, TX

1ST GLOBAL ADVISORS INC

Jun 2007 – Aug 2011

DALLAS, TX

H.D. VEST ADVISORY SERVICES, INC

Jan 2005 – Jun 2007

IRVING, TX

SALOMON SMITH BARNEY INC.

Jul 1999 – Feb 2003

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · July 8, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCGOWAN GROUP ASSET MANAGEMENT, INC.

CRD 154127 · SEC 801-71582

AUM

$838M

Regulatory assets under management

Employees

2,001 client accounts

Services offered by MCGOWAN GROUP ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MCGOWAN GROUP ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Ismael Lee Sanchez offer?

Ismael Lee Sanchez specializes in Investment Management, Fee-Only Advisory.

What are Ismael Lee Sanchez's credentials?

Ismael Lee Sanchez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ismael Lee Sanchez located?

Ismael Lee Sanchez is based in DALLAS, Texas, last registered with MCGOWAN GROUP ASSET MANAGEMENT, INC..

How does Ismael Lee Sanchez charge for services?

Ismael Lee Sanchez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCGOWAN GROUP ASSET MANAGEMENT, INC.?

MCGOWAN GROUP ASSET MANAGEMENT, INC. has approximately 10 employees and manages $838M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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