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Stephen Dallas Tally

LEO WEALTH, LLC·HURST, Texas
Clean recordLEO WEALTH, LLC
860 AIRPORT FREEWAY, HURST, TX 76054CRD# 4024339Firm CRD# 283891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Dallas Tally · HURST, TX
Registration
CRD #4024339 · LEO WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Dallas Tally is a registered financial advisor based in HURST, Texas, affiliated with LEO WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEO WEALTH, LLC
LEO WEALTH, LLC
AUM
$1.5B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at LEO WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 4024339
Firm CRD# 283891
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Dallas Tally offer?
Stephen Dallas Tally specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HURST, Texas for a consultation.
What are Stephen Dallas Tally's credentials?
Stephen Dallas Tally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Dallas Tally located?
Stephen Dallas Tally is based in HURST, Texas, working with LEO WEALTH, LLC. Their office serves clients in the HURST metropolitan area and surrounding communities.
How does Stephen Dallas Tally charge for services?
Stephen Dallas Tally's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEO WEALTH, LLC?
LEO WEALTH, LLC has approximately 31 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEO WEALTH, LLC

Harmen Christiaan Overdijk
HURST, TX
Jessica Carolyn Cutrera Papadopoulos
HURST, TX
Kenneth Francis Dugan
ISELIN, NJ
Michael Anthony Bohlinger
ISELIN, NJ

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Research
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