Norman
Gunn

Lgt Financial Advisors LLC

CRD#2703289
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

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

Disclosures

No

Office Location

2626 Howell St Suite 700
Dallas, TX 75204

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Lgt Financial Advisors LLC Brokerage Details

Total Assets Under Management

$186,045,308

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

5

TX Average: 49
Total Number of Accounts

338

TX Average: 2,315
Average Account Size

$550,430

TX Average: $1,314,358

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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.

2015 - Present (4 years)

Lido Advisors, LLC

2012 - Present (7 years)

Investment Security Corporation

2009 - Present (10 years)

Lgt Financial Advisors, LLC

2009 - Present (10 years)

Lane Gorman Trubitt, Pllc

2009 - Present (10 years)

Lgt Insurance Services

2013 - 2015 (2 years)

Lido Advisors, Inc

2009 - 2009 (< 1 year)

Efg Corporation

2009 - 2012 (3 years)

Girard Securities, Inc

2008 - 2008 (< 1 year)

Efg Corporation

Disclosures

Norman Gunn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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