John
Bullman

Lgt Financial Advisors LLC

CRD#4245430
Investment Advisor
in Dallas, TX

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About this Advisor

John Bullman is a financial advisor based in Dallas, Texas, working with Lgt Financial Advisors LLC. John has previously held positions at Lgt Financial Advisors LLC, Rosewood Management Corporation, and Las Aguilas. John has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, John is part of Lgt Financial Advisors LLC, which operates out of Dallas, Texas. The firm has 6 employees and manages assets totaling $302.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lgt Financial Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2626 Howell St Suite 700
Dallas, TX 75204

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Lgt Financial Advisors LLC Brokerage Details

Total Assets Under Management

$302,058,121

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

355

TX Average: 2,315
Average Account Size

$850,868

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Bullman Work History

2023 - Present (1 year)

Lgt Financial Advisors LLC

2022 - 2022 (< 1 year)

Las Aguilas

2007 - 2021 (14 years)

Rosewood Management Corporation

Disclosures

Please visit the SEC profile of John Bullman 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

William Purvis
Dallas, TX
Joshua Orton
Dallas, TX
Jeffrey Bentley
Dallas, TX
John Bullman
Dallas, TX
Michael Radoff
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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