Vickie L. Chrisman

LEES MONSOUR GROUP

Shreveport, LA 71106

Some features on this profile are disabled

CRD#: 4888868

Professional summary

Vickie Lynn Chrisman, who also goes by VIckie Chrisman, is a registered financial advisor currently at LEES MONSOUR GROUP located in Shreveport, Louisiana.

Vickie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Vickie has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vickie Chrisman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vickie Lynn Chrisman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2022 - Present

LEES MONSOUR GROUP

Office #1: 9335 Ellerbe Road, Shreveport, LA 71106

RIA

CRD#: 318023

Shreveport, LA

Past

February 14, 2014 - April 5, 2022

STEPHENS

RIA

CRD#: 3496

SHREVEPORT, LA

Past

February 14, 2014 - April 5, 2022

STEPHENS

CRD#: 3496

SHREVEPORT, LA

Past

April 9, 2010 - February 21, 2014

MORGAN STANLEY

RIA

CRD#: 149777

SHREVEPORT, LA

Past

April 9, 2010 - February 21, 2014

MORGAN STANLEY

CRD#: 149777

SHREVEPORT, LA

Past

February 19, 2010 - April 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SHREVEPORT, LA

Past

January 4, 2010 - April 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SHREVEPORT, LA

Past

January 6, 2009 - October 12, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JOPLIN, MO

Past

September 21, 2007 - May 28, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

HOUSTON, TX

Past

May 4, 2006 - September 26, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEES MONSOUR GROUP

LEES MONSOUR GROUP | LMG WEALTH PARTNERS, LLC

CRD#: 318023 / SEC#: 801-123403

RIA

Registered Investment Advisory firm - (3/9/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(7/11/2022)

IAR

Texas
(7/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/29/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2005

General Securities Representative Examination

Current Firm

LEES MONSOUR GROUP

LEES MONSOUR GROUP | LMG WEALTH PARTNERS, LLC

CRD#: 318023 / SEC#: 801-123403

RIA

Registered Investment Advisory firm - (3/9/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9335 Ellerbe Road, Shreveport, LA 71106

Mailing Address

Phone number

(318) 506-8635

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LMG WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/5/2025)

Regulatory assets under management

Total Number of Accounts	1,199
AUM (Assets Under Management)	$ 612,190,360

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Benjamin Conteh

BARGELD FINANCIAL

IAR

Media, PA

Paul Bullock

WELLINGTON INVESTMENT ADVISORS

IAR

Bloomington, IN

Gerilyn Denny

MORGAN STANLEY

IAR

Seattle, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Vickie L. Chrisman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vickie Lynn Chrisman's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEPHENS

STEPHENS

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY & CO. LLC

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

LEES MONSOUR GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 2/29/2008

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2005

Current Firm

LEES MONSOUR GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEES MONSOUR GROUP

TRUST BUT VERIFY

Similar Advisors