LGT Financial Advisors LLC

Jeffrey Bentley is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investment Security Corporation and Fidelity Brokerage Services LLC. LGT Financial Advisors LLC serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides access to private investment funds and separately managed accounts.

William Purvis is a financial advisor with LGT Financial Advisors LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LGT Financial Advisors, he worked at The Vanguard Group, PriorityOne Bank, and BancorpSouth. LGT Financial Advisors LLC serves individual and high-net-worth clients as well as pension and charitable accounts, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and provides clients access to various reporting and planning platforms.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.