Lgt Financial Advisors LLC

Lgt Financial Advisors LLC (CRD# 111575) is a financial advisory firm headquartered in Dallas, TX. They manage $252,641,254 in 424 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Lgt Financial Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Norman S. Gunn
CRD#: 2703289
2626 Howell St, Suite 700, Dallas, TX 75204

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.

2
Michael S. Radoff
CRD#: 3254786
2626 Howell St, Suite 700, Dallas, TX 75204

Michael Radoff (CRD# 3254786) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 22 years of experience in the finance industry.

3
Alisha Z. Reilly
CRD#: 5784566
2626 Howell St, Suite 700, Dallas, TX 75204

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.

4
Richard D. Trubitt
CRD#: 3138598
2626 Howell St, Suite 700, Dallas, TX 75204

Richard Trubitt (CRD# 3138598) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 23 years of experience in the finance industry.

5
William A. Walsh
CRD#: 3138609
2626 Howell St, Suite 700, Dallas, TX 75204

William Walsh (CRD# 3138609) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 23 years of experience in the finance industry.

6
Jeffrey M. Bentley
CRD#: 6679536
2626 Howell St, Suite 700, Dallas, TX 75204

Jeffrey Bentley (CRD# 6679536) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 5 years of experience in the finance industry.

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