Jeffrey Bentley, financial advisor Dallas TX

Jeffrey Bentley

CRD Number: 6679536
Current Firm: Lgt Financial Advisors LLC

Jeffrey Bentley (CRD# 6679536) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Security Corporation Calabasas, CA Nov 2019 - Current 4
Lgt Financial Advisors, LLC Dallas, TX Aug 2019 - Current 4
Fidelity Brokerage Services LLC Westlake, TX Jun 2016 - Jul 2019 3
The Alotian Club Roland, AR Jun 2015 - May 2016 < 1
University Of Arkansas Fayetteville, AR Jul 2011 - May 2015 3
Augusta National Golf Club Augusta, GA Jan 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Jeffrey M. Bentley
Phone Number: 214-871-7500
Firm Website: http://www.lgt-fa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $850,868
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

TX

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