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.
CRD# 5954879
Edward Jones
CRD# 1507407
Adkins Seale Capital Management LLC
CRD# 2445840
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- LA
- TX
-
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
LA, TX
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