Samuel LeesCRD Number: 1491519
Current Firm: Lees Monsour Group
Samuel Lees (CRD# 1491519) is an Investment Advisor Representative working at Lees Monsour Group in Shreveport, LA and has over 36 years of experience in the finance industry.
Adkins Seale Capital Management LLC
|Lmg Wealth Partners, LLC||Shreveport, LA||Mar 2022 - Current||1|
|Stephens Inc.||Shreveport, LA||Feb 2014 - Mar 2022||8|
|Morgan Stanley Smith Barney||Shreveport, LA||Jun 2009 - Feb 2014||4|
|Citigroup Global Markets Inc.||Shreveport, LA||Feb 2006 - Feb 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1986|
|S65||NASAA Investment Advisors Law Examination||Jun 2016|
Total Assets Under Management482MILLIONS
Total Number of Accounts871ACCOUNTS
Average Account Value$553,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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