Lgt Financial Advisors LLC
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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
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
William Walsh Work History
William has 31 years of experience.
Lido Advisors, LLC
Lido Advisors, Inc
Investment Security Corporation
Girard Securities, Inc
Royal Alliance Associates, Inc
Lgt Financial Advisors, LLC
Lane Gorman Trubitt, Pllc
William Walsh has disclosures.
Please visit their SEC profile for more details.