Stephen
Tally
Leo Wealth, LLC
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About this Advisor
Stephen Tally is a financial advisor based in Hurst, Texas, working with Leo Wealth, LLC. Stephen has previously held positions at Leogroup Wealth Solutions, LLC and Butler Freeman Tally Financial Group, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Leo Wealth, LLC, which operates out of Hurst, Texas. The firm has 7 offices and 31 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Leo Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leo Wealth, LLC Brokerage Details
$1,518,452,379
31
3,937
$385,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stephen Tally Work History
Leogroup Wealth Solutions, LLC
Butler Freeman Tally Financial Group, LLC
Disclosures
Please visit the SEC profile of Stephen Tally to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leo Wealth, LLC
Hurst, TX
Hurst, TX
Hurst, TX
Big Spring, TX
Mid Levels,
Hong Kong,
New York, NY
Iselin, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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