Smith Anglin Financial, LLC
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About this Advisor
Christopher Lott is a certified financial planner located in Dallas, Texas. Currently a registered financial advisor with Smith Anglin Financial, LLC, they have gathered an impressive 25 years of professional experience as a registered advisor. Lott maintains a Series 63 license, qualifying the advisor as a securities agent. Lott can serve customers in Texas. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Inc, Heritage Financial, Smith Anglin & Company and Smith Anglin Financial, LLC. Smith Anglin Financial, LLC is located in Dallas, Texas. As a company, Smith Anglin Financial, LLC oversees $683 million in assets throughout 2,582 client accounts and retains 14 staff members. The amount of assets the firm manages makes it one of the bigger firms in the nation. The firm manages 1,915 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Smith Anglin Financial, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Smith Anglin Financial, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Christopher Lott Work History
Christopher has 25 years of experience.
Purshe Kaplan Sterling Investments, Inc
Smith Anglin Financial, LLC
Smith Anglin & Company
Christopher Lott has no disclosures.
Please visit their SEC profile for more details.