Lgt Financial Advisors LLC
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About this Advisor
Norman Gunn is a certified financial planner located in Dallas, Texas. Currently a registered financial advisor with Lgt Financial Advisors LLC, Gunn has 10 years of professional experience in the financial advisory industry. Gunn has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Gunn can act as an advisor in Texas. Over the course of their career, Gunn has held roles at Efg Corporation, Girard Securities, Inc, Lgt Financial Advisors, LLC, Lane Gorman Trubitt, Pllc, Investment Security Corporation, Lgt Insurance Services, Lido Advisors, Inc and Lido Advisors, LLC. Lgt Financial Advisors LLC is headquartered in Dallas, Texas. In total, Lgt Financial Advisors LLC manages $179 million in assets dispersed across 340 accounts and employs six staff members. The level of assets currently under the firm's management makes it one of the mid-sized financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Lgt Financial Advisors LLC can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Lgt Financial Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Norman Gunn Work History
Norman has 10 years of experience.
Lido Advisors, LLC
Lido Advisors, Inc
Investment Security Corporation
Girard Securities, Inc
Lgt Financial Advisors, LLC
Lane Gorman Trubitt, Pllc
Lgt Insurance Services
Norman Gunn has no disclosures.
Please visit their SEC profile for more details.