Richard
Trubitt
Lgt Financial Advisors LLC
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About this Advisor
Richard Trubitt is a financial advisor working in Dallas, Texas with a total of 22 years of relevant experience. Trubitt is currently employed by Lgt Financial Advisors LLC. Throughout their career, they have worked at Lane Gorman Trubitt, Pllc, Lgt Financial Advisors, LLC and Lgt Insurance Services. Trubitt has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Lgt Financial Advisors LLC is a company that has its headquarters in Dallas, TX. It manages $300 million in total assets among its 386 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 386 client accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Lgt Financial Advisors LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services are provided. However, fees billed by Lgt Financial Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lgt Financial Advisors LLC Brokerage Details
$299,735,420
7
386
$776,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Trubitt Work History
Richard has been registered as a financial advisor for 22 years.*
Lgt Financial Advisors, LLC
Lgt Insurance Services
Lane Gorman Trubitt, Pllc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Trubitt 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
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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