Unclaimed
Michael Radoff is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with LGT Financial Advisors LLC, a firm he joined in 2005. Prior to that, Michael worked for Investment Security Corporation and Girard Securities, Inc.. Michael offers a range of financial services, including financial planning, portfolio management for individuals and selection of other advisers. Michael specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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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2
TX
01/22/2020 - Present
LGT Financial Advisors LLC (DALLAS TX)
TX
11/30/2012 - 12/13/2019
INVESTMENT SECURITY CORPORATION (DALLAS TX)
TX
06/12/2009 - 12/06/2012
GIRARD SECURITIES, INC. (DALLAS TX)
TX
01/02/2004 - 06/19/2009
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
CA
10/31/2002 - 12/31/2003
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CA
03/01/2001 - 10/31/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
08/18/1999 - 03/20/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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