RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Vickie Lynn Chrisman
- Business email
- vickie@leesmonsourgroup.comreportedleesmonsourgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Lees Monsour Group independent RIA currentsince Jul 11, 2022 · Shreveport, La
- Stephens BD affiliatedFeb 14, 2014 to Apr 5, 2022 · Shreveport, La
- Morgan Stanley wirehouseApr 9, 2010 to Feb 21, 2014 · Shreveport, La
- Wells Fargo Advisors wirehouseFeb 19, 2010 to Apr 5, 2010 · Shreveport, La
- Stephens to Lees Monsour Groupleft Apr 5, 2022, registered Jul 11, 2022 (97 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Morgan Stanley to Stephensleft Feb 21, 2014, registered Feb 14, 2014 (-7 days) · Other
- Wells Fargo Advisors to Morgan Stanleyleft Apr 5, 2010, registered Apr 9, 2010 (4 days) · Wirehouse to wirehouse
- Vickie Lynn Chrisman left Stephens for Lees Monsour Group (registered 2022-07-11)Apr 5, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address