Lucien Stirling & Gray Advisory Group Inc.

Lucien Stirling & Gray Advisory Group Inc. (CRD# 112641) is a financial advisory firm headquartered in Austin, TX. They manage $133,637,620 in 891 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $149,986
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

TX

Financial Advisors at Lucien Stirling & Gray Advisory Group Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Hal B. Dobbs
CRD#: 4827211
4005 Guadalupe St., Austin, TX 78751
96
Wealthminder
score

Hal Dobbs (CRD# 4827211) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 12 years of experience in the finance industry. Hal Dobbs 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
Glenda J. Summers
CRD#: 1737605
4005 Guadalupe St., Austin, TX 78751
96
Wealthminder
score

Glenda Summers (CRD# 1737605) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 29 years of experience in the finance industry. Glenda Summers 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.

3
Mark A. Ward
CRD#: 3248303
4005 Guadalupe St., Austin, TX 78751
96
Wealthminder
score

Mark Ward (CRD# 3248303) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 17 years of experience in the finance industry. Mark Ward 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
Cathryn Grange
CRD#: 2668514
4005 Guadalupe St., Austin, TX 78751
93
Wealthminder
score

Cathryn Grange (CRD# 2668514) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 21 years of experience in the finance industry.

5
Megan Poore
CRD#: 4604034
4005 Guadalupe St., Austin, TX 78751
93
Wealthminder
score

Megan Poore (CRD# 4604034) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 13 years of experience in the finance industry.

6
Thomas G. Twombly
CRD#: 1296874
4005 Guadallupe St., Austin, TX 78751
93
Wealthminder
score

Thomas Twombly (CRD# 1296874) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 32 years of experience in the finance industry.

7
Walter L. Wilson
CRD#: 1405967
4005 Guadalupe St., Austin, TX 78751
93
Wealthminder
score

Walter Wilson (CRD# 1405967) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 31 years of experience in the finance industry.

8
Christopher J. Vasquez
CRD#: 6015147
4005 Guadalupe St., Austin, TX 78751
90
Wealthminder
score

Christopher Vasquez (CRD# 6015147) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 4 years of experience in the finance industry.

9
Preston H. Neumann
CRD#: 6534777
4005 Guadalupe St., Austin, TX 78751
87
Wealthminder
score

Preston Neumann (CRD# 6534777) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has 1 year of experience in the finance industry.

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