LMG WEALTH PARTNERS, LLC

LEES MONSOUR GROUP
SHREVEPORT, Louisiana·3 registered advisors·CRD# 318023
SEC# 801-1234030(318) 506-8635
01

Firm Overview

AUM
$514M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LMG WEALTH PARTNERS, LLC

3 registered advisors
Jeffrey Lane Monsour
SHREVEPORT, Louisiana
Samuel Lees
SHREVEPORT, Louisiana
Vickie Lynn Chrisman
SHREVEPORT, Louisiana
05

Office Locations

SHREVEPORT, Louisiana
3 advisors

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Data sourced from SEC Form ADV filings. LMG WEALTH PARTNERS, LLC (CRD# 318023) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.