Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Eric Bullman is a financial advisor with LGT Financial Advisors LLC based in Dallas, TX. John has been in the industry since 2000 and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. John is a Chartered Financial Analyst and holds the Series 7 and Series 66 licenses. John specializes in financial planning, selection of other advisors, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
08/18/2023 - Present
LGT Financial Advisors LLC (DALLAS TX)
TX
09/26/2000 - 02/27/2007
RBC DAIN RAUSCHER INC. (DALLAS TX)
MN
08/31/2000 - 10/13/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/2000 - 10/13/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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