Michael
Radoff

Lgt Financial Advisors LLC

CRD#3254786
Investment Advisor
in Dallas, TX

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About this Advisor

Michael Radoff is a financial advisor based in Dallas, Texas, working with Lgt Financial Advisors LLC. Michael has previously held positions at Lane Gorman Trubitt Pllc, Lgt Financial Advisors, LLC, Investment Security Corporation, and Lgt Insurance Services. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael 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 a variety of clients, including high-net-worth individuals. The services offered by the firm include 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 63, Series 65

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

Michael Radoff Work History

2005 - Present (19 years)

Lgt Financial Advisors, LLC

2012 - 2019 (7 years)

Investment Security Corporation

2009 - 2019 (10 years)

Lgt Insurance Services

1979 - 2019 (40 years)

Lane Gorman Trubitt Pllc

Disclosures

Please visit the SEC profile of Michael Radoff 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

Joshua Orton
Dallas, TX
Jeffrey Bentley
Dallas, TX
William Purvis
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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