Vickie Chrisman
Lees Monsour Group · Shreveport, Louisiana
Vickie Chrisman is a fee-only financial advisor at Lees Monsour Group in Shreveport, Louisiana. Vickie focuses on small business owners, founders (pre-exit) and estate & legacy planning. Lees Monsour Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Lees Monsour Group |
|---|---|
| Based in | Shreveport, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $681.2M across 1,350 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 4888868 |
| Exams passed | Series 63 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.leesmonsourgroup.com |
| Profile |
How Vickie's firm compares
- Lees Monsour Group's average account is about $505,000, from its Form ADV (assets managed divided by 1,350 accounts).
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Questions about Vickie
Is Vickie Chrisman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vickie holds no broker registration, and Lees Monsour Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vickie charge for financial advice?
Vickie's firm, Lees Monsour Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vickie Chrisman based?
Vickie Chrisman is based in Shreveport, Louisiana.
What does Vickie specialize in?
Vickie's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Vickie works with founders and retirees.
Is Vickie Chrisman registered with the SEC?
Yes. Vickie Chrisman is registered as an investment adviser representative in LA and TX (CRD 4888868), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lees Monsour Group manage?
Lees Monsour Group reports $681.2M across 1,350 accounts in assets under management.
How do I contact Vickie Chrisman?
Through Vickie's website, www.leesmonsourgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lees Monsour Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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