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Joshua David Orton

LGT Financial Advisors LLC

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About Joshua David Orton

Joshua Orton is a financial advisor with LGT Financial Advisors LLC. Joshua has been in the industry since 2011 and holds both Series 63 and Series 65 licenses. Joshua has worked at several firms including TD Ameritrade, Inc., Park Avenue Securities LLC, and Gradient Advisors LLC. Joshua's experience allows him to provide a range of services to individuals and businesses, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Joshua Orton 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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Joshua Orton’s Registration & Firm History

TX

07/25/2023 - Present

LGT Financial Advisors LLC (DALLAS TX)

TX

02/04/2021 - 08/16/2021

PARK AVENUE SECURITIES LLC (IRVING TX)

TX

09/24/2011 - 01/28/2021

TD AMERITRADE, INC. (Southlake TX)

TX

03/15/2018 - 12/31/2020

TD AMERITRADE CLEARING, INC. (Southlake TX)

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Licenses & Designations

IA

Issued 04/26/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2024

Series 24 - General Securities Principal Examination

BC

Issued 02/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua David Orton.
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