Lgt Financial Advisors LLC

Lgt Financial Advisors LLC (CRD# 111575) is a financial advisory firm headquartered in Dallas, TX. They manage $302,058,121 in 355 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2626 Howell St, Suite 700, Dallas, TX 75204
http://www.lgt-fa.com
By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Lgt Financial Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Radoff, financial advisor Dallas TX
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 24 years of experience in the finance industry.

2
Jeffrey Bentley, financial advisor Dallas TX
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 7 years of experience in the finance industry.

3
William Purvis, financial advisor Dallas TX
William H. Purvis
CRD#: 7556181
2626 Howell St, Suite 700, Dallas, TX 75204

William Purvis (CRD# 7556181) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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