Joshua David Orton

Employer firm

Lgt Financial Advisors LLC CRD 111575

$456M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2023-04-11 → 2023-07-06
  Kpc Financial Solutions, Llc
  Southlake, TX
• 2022-03-22 → 2023-04-10
  Gradient Advisors, Llc
  Keller, TX
  Arden Hills, MN
• 2021-04-30 → 2021-08-16
  Park Avenue Securities Llc
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-26
• S63 Uniform Securities Agent State Law Examination
  2011-10-03

Designations

• Certified Financial Planner