Stephen
Tally
Leo Wealth, LLC
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About this Advisor
Stephen Tally is a financial advisor who works in Hurst, Texas with a total of 2 years of relevant experience. Tally is currently employed by Leo Wealth, LLC. Their career trajectory has included roles at Leogroup Wealth Solutions, LLC and Butler Freeman Tally Financial Group, LLC. Tally has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Leo Wealth, LLC is an advisory company that has its headquarters in Hurst, TX. It has offices in seven locations and a total of 28 advisors. It manages $2 billion in assets between its 3,957 accounts, placing it among the largest firms in the country by assets under management. Of its 3,957 customer accounts, 27% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Leo Wealth, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leo Wealth, LLC Brokerage Details
$1,768,619,236
28
3,957
$446,960
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
Stephen has been registered as a financial advisor for 2 years.*
Leogroup Wealth Solutions, LLC
Butler Freeman Tally Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Hong Kong,
Hurst, TX
Hong Kong,
Hurst, TX
Central,
Iselin, NJ
Mid Levels,
Hurst, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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