Jeffrey Miller Bentley
Investment adviser representative at Lgt Financial Advisors LLC
10 yearsExperience
1 stateRegistered in
$456.1MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lgt Financial Advisors, LLCAug 2019 to now
- Investment Security CorporationNov 2019 to Jan 2023
- Fidelity Brokerage Services LLCJun 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lgt Financial Advisors LLC
$456.1MAssets managed
147Clients
2Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6679536
- Firm CRD
- 111575