Norman Gunn, financial advisor Dallas TX

Norman Gunn

CRD Number: 2703289
Current Firm: Lgt Financial Advisors LLC

Norman Gunn (CRD# 2703289) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 25 years of experience in the finance industry. Norman Gunn 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
Lane Gorman Trubitt, LLC Dallas, TX Jan 2016 - Current 6
Lgt Financial Advisors, LLC Dallas, TX Jan 2016 - Current 6
Investment Security Corporation Calabasas, CA Nov 2012 - Current 9
Lgt Insurance Services Dallas, TX Jan 2009 - Current 13
Lido Advisors, LLC Beverly Hills, CA Jul 2015 - Dec 2019 4
Lgt Financial Advisors, LLC Dallas, TX Jun 2009 - Dec 2015 6
Lane Gorman Trubitt, Pllc Dallas, TX Jan 2009 - Dec 2015 6
Lido Advisors, Inc. Beverly Hills, CA Mar 2013 - Jul 2015 2
Girard Securities, Inc. San Diego, CA Mar 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Norman S. Gunn
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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