LGT FINANCIAL ADVISORS LLC

DALLAS, Texas·7 registered advisors·CRD# 111575
SEC# 801-778330214-871-7500
01

Firm Overview

AUM
$302M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LGT FINANCIAL ADVISORS LLC

7 registered advisors
Bob L Knight
DALLAS, Texas
John Eric Bullman
DALLAS, Texas
Michael Stephen Radoff
DALLAS, Texas
Norman Scott Gunn
DALLAS, Texas
Richard David Trubitt
DALLAS, Texas
Robert Alan Lane
DALLAS, Texas
William Allen Walsh
DALLAS, Texas
05

Office Locations

DALLAS, Texas
7 advisors

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Data sourced from SEC Form ADV filings. LGT FINANCIAL ADVISORS LLC (CRD# 111575) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.