Alisha
Reilly
Lgt Financial Advisors LLC
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About this Advisor
Alisha Reilly is a certified financial planner operating in Dallas, Texas with 2 years of relevant experience. Reilly currently works for Lgt Financial Advisors LLC. Over the course of their career, they have held roles at Investment Security Corporation, Lgt Insurance Services, Lane Gorman Trubitt, Pllc, Lido Advisors, Inc, Lgt Financial Advisors LLC, Lido Advisors, LLC and Home Maker. Reilly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Lgt Financial Advisors LLC is a registered investment company that has its headquarters in Dallas, TX. It manages $300 million in assets across its 386 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 386 client accounts, 45% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of services provided. Fee types charged by Lgt Financial Advisors LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lgt Financial Advisors LLC Brokerage Details
$299,735,420
7
386
$776,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alisha Reilly Work History
Alisha has been registered as a financial advisor for 2 years.*
Lgt Financial Advisors LLC
Lgt Insurance Services
Lane Gorman Trubitt, Pllc
Home Maker
Lido Advisors, LLC
Lido Advisors, Inc
Lgt Financial Advisors LLC
Investment Security Corporation
Lgt Insurance Services
Lane Gorman Trubitt, Pllc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alisha Reilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lgt Financial Advisors LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
