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Michael Stephen Radoff

LGT Financial Advisors LLC

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About Michael Stephen Radoff

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.

Firm Information

Michael Radoff 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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Michael Radoff’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Stephen Radoff.
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