Samuel Lees, financial advisor Shreveport LA

Samuel Lees

CRD 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.

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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
Contact Info for Samuel Lees
Phone Number: (318) 506-8635
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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