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Stephen Dallas Tally

LEO Wealth, LLC

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About Stephen Dallas Tally

Stephen Dallas Tally is a financial advisor with over 20 years of experience in the financial industry. He is a registered representative and investment advisor representative. He is currently registered with Leo Wealth, LLC. Stephen specializes in providing financial planning services and portfolio management for individuals and businesses. He is also a registered representative with the firm.

Firm Information

Stephen Tally is currently registered with LEO Wealth, LLC. LEO Wealth, LLC is an investment advisor located in Hurst, Texas with approximately $1 billion to $10 billion in assets under management. The firm advises high-net-worth individuals, corporations, and pension plans. They offer financial planning, selection of other advisors, and portfolio management for individuals and businesses.
LEO Wealth, LLC

860 AIRPORT FREEWAY

HURST, TX 76054

$1.52B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Stephen Tally’s Registration & Firm History

TX

07/28/2021 - Present

LEO Wealth, LLC (HURST TX)

OH

06/17/1999 - 09/13/2001

WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)

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Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Dallas Tally.
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