William
Walsh
Lgt Financial Advisors LLC
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About this Advisor
William Walsh is a personal financial specialist working out of Dallas, Texas who has 22 years of industry experience. Walsh is on the advisory team at Lgt Financial Advisors LLC. Throughout their career, Walsh has worked at Lane Gorman Trubitt, Pllc, Lgt Financial Advisors, LLC, Investment Security Corporation, Lido Advisors, Inc and Lido Advisors, LLC. Walsh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Lgt Financial Advisors LLC is a business that has its headquarters in Dallas, TX. It manages $300 million in total assets across its 386 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 386 client accounts, 45% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Lgt Financial Advisors LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Lgt Financial Advisors LLC most likely are comprised of some blend 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
William Walsh Work History
William has been registered as a financial advisor for 22 years.*
Investment Security Corporation
Lgt Financial Advisors, LLC
Lane Gorman Trubitt, Pllc
Lido Advisors, LLC
Lido Advisors, Inc
*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 William Walsh 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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