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Joshua David Orton

Lgt Financial Advisors LLC

Dallas, TX

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Current Employers
Lgt Financial Advisors Llc

2626 Howell St Suite 700, Dallas, TX 75204 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-25
  • TX RA
    APPROVED
    Since 2023-07-25

Branch Locations

2626 Howell St Suite 700, Dallas, TX 75204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Fort Worth TX 08/2011 01/2021
Guardian Life Insurance Company Irving TX 01/2021 07/2021
Park Avenue Securities Irving TX 02/2021 08/2021
Gradient Advisors Llc Arden Hills MN 05/2022 03/2023
National Estate Sevices Llp Keller TX 08/2021 03/2023
Capitol Wealth Strategies Irving TX 02/2021 07/2021
Kpc Financial Solutions Llc Lewisville TX 04/2023 07/2023
Lgt Financial Advisors Dallas TX 07/2023 Present
  • 08/2011 → 01/2021
    Td Ameritrade
    Fort Worth, TX
  • 01/2021 → 07/2021
    Guardian Life Insurance Company
    Irving, TX
  • 02/2021 → 08/2021
    Park Avenue Securities
    Irving, TX
  • 05/2022 → 03/2023
    Gradient Advisors Llc
    Arden Hills, MN
  • 08/2021 → 03/2023
    National Estate Sevices Llp
    Keller, TX
  • 02/2021 → 07/2021
    Capitol Wealth Strategies
    Irving, TX
  • 04/2023 → 07/2023
    Kpc Financial Solutions Llc
    Lewisville, TX
  • 07/2023 → Present
    Lgt Financial Advisors
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-26
S63 Uniform Securities Agent State Law Examination 2011-10-03
  • S65 Uniform Investment Adviser Law Examination
    2021-04-26
  • S63 Uniform Securities Agent State Law Examination
    2011-10-03
Designations

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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