JO
Joshua Orton
from Lgt Financial Advisors LLC
Joshua Orton is a financial advisor based in Texas, Dallas,
with 13 years of experience. Joshua currently works for
Lgt Financial Advisors LLC.
Joshua maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshua Orton works at Lgt Financial Advisors LLC
Lgt Financial Advisors LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $273,058,882 of assets under management and employs about 6 people. Lgt Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2626 Howell St, Suite 700, Dallas, Texas, 75204
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