William
Walsh

Lgt Financial Advisors LLC

CRD#3138609
Investment Advisor
in Dallas, TX
Are you William Walsh? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Walsh is an advisor whose office is in Dallas, Texas. Currently a registered advisor with Lgt Financial Advisors LLC, Walsh has a notable 31 years of practice in the financial advisory industry. Walsh maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Walsh is registered to operate in Texas. Throughout their career, Walsh has worked at Girard Securities, Inc, Lane Gorman Trubitt, Pllc, Royal Alliance Associates, Inc, Lgt Financial Advisors, LLC, Investment Security Corporation, Lido Advisors, Inc and Lido Advisors, LLC. Lgt Financial Advisors LLC is headquartered in Dallas, Texas. As an advisory firm, Lgt Financial Advisors LLC oversees $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 firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lgt Financial Advisors LLC can provide 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 66, Personal Financial Specialist

Years of Experience

31 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

Yes

Office Location

2626 Howell St Suite 700
Dallas, TX 75204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

William Walsh Work History

William has 31 years of experience.

2015 - Present (4 years)

Lido Advisors, LLC

2013 - 2015 (2 years)

Lido Advisors, Inc

2012 - Present (7 years)

Investment Security Corporation

2009 - 2012 (3 years)

Girard Securities, Inc

2003 - 2009 (6 years)

Royal Alliance Associates, Inc

1998 - Present (21 years)

Lgt Financial Advisors, LLC

1987 - Present (32 years)

Lane Gorman Trubitt, Pllc

Disclosures

William Walsh has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started