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Jeffrey Miller Bentley

LGT Financial Advisors LLC

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About Jeffrey Miller Bentley

Jeffrey Bentley is a financial advisor with LGT Financial Advisors LLC. Jeffrey has been in the industry since 2016 and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jeffrey is registered with the state of Texas as an Investment Advisor Representative. Jeffrey holds the Series 63, 65, 7, and SIE exams and is also a Operations Professional. In addition to working for LGT Financial Advisors LLC, Jeffrey also works at Investment Security Corporation as an Investment Advisor Representative.

Firm Information

Jeffrey Bentley is currently registered with LGT Financial Advisors LLC. LGT Financial Advisors LLC is a Dallas, TX-based firm with 2 licensed agents and 4 investment adviser representatives. They manage approximately $302,058,121 in regulatory assets under management for 355 accounts. Their services include financial planning, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
LGT Financial Advisors LLC

2626 HOWELL ST

DALLAS, TX 75204

$302.06M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Bentley’s Registration & Firm History

TX

12/20/2019 - Present

LGT Financial Advisors LLC (DALLAS TX)

TX

11/15/2019 - 01/03/2023

INVESTMENT SECURITY CORPORATION (DALLAS TX)

TX

08/10/2016 - 07/30/2019

FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 12/20/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Miller Bentley.
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