Alisha Reilly, financial advisor Dallas TX

Alisha Reilly

CRD Number: 5784566
Current Firm: Lgt Financial Advisors LLC

Alisha Reilly (CRD# 5784566) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 10 years of experience in the finance industry. Alisha Reilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lgt Financial Advisors LLC Dallas, TX Jul 2021 - Current 1
Lgt Insurance Services Dallas, TX Jul 2021 - Current 1
Lane Gorman Trubitt, Pllc Dallas, TX Jul 2021 - Current 1
Home Maker Dallas, TX Jun 2018 - Jun 2021 3
Lido Advisors, LLC Beverly Hills, CA Jul 2015 - Jun 2018 2
Lgt Financial Advisors LLC Dallas, TX Jan 2013 - Jun 2018 5
Investment Security Corporation Calabasas, CA Nov 2012 - Jun 2018 5
Lgt Insurance Services Dallas, TX Jul 2011 - Jun 2018 6
Lane Gorman Trubitt, Pllc Dallas, TX Mar 2010 - Jun 2018 8
Lido Advisors, Inc. Beverly Hills, CA Mar 2013 - Jul 2015 2
Girard Securities, Inc. San Diego, CA Nov 2011 - Dec 2012 1
Lgt Financial Advisors LLC Dallas, TX Mar 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Alisha Z. Reilly
Phone Number: 214-871-7500
Firm Website: http://www.lgt-fa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $595,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, TX

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