Lees Monsour Group

Lees Monsour Group (CRD# 318023) is a financial advisory firm headquartered in Shreveport, LA. They manage $481,690,844 in 871 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9335 Ellerbe Road, Shreveport, LA 71106
https://www.leesmonsourgroup.com
By the Numbers
  • Total Assets Under Management
    482
    MILLION
  • Total Number of Accounts
    871
    ACCOUNTS
  • Average Account Value
    $553,032
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Lees Monsour Group
Showing 1 - 2 of 2 top financial advisors.
1
Samuel Lees, financial advisor Shreveport LA
Samuel Lees
CRD#: 1491519
9335 Ellerbe Road, Shreveport, LA 71106

Samuel Lees (CRD# 1491519) is an Investment Advisor Representative working at Lees Monsour Group in Shreveport, LA and has over 37 years of experience in the finance industry.

2
Jeffrey Monsour, financial advisor Shreveport LA
Jeffrey L. Monsour
CRD#: 2483811
9335 Ellerbe Road, Shreveport, LA 71106

Jeffrey Monsour (CRD# 2483811) is an Investment Advisor Representative working at Lees Monsour Group in Shreveport, LA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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