Josh Orton
Josh joins LGT Financial Advisors with over 13 years of experience in the wealth management industry. He holds his CERTIFIED FINANCIAL PLANNER™ certificate in addition to his Series 65 and Insurance licenses. Prior to LGT, Josh held positions as a planner and advisor at TD Ameritrade and other boutique Registered Investment Advisor firms in DFW. As a Senior Financial Advisor, Josh focuses on helping clients develop comprehensive financial plans and coaching them through the wealth management process. Josh obtained a Bachelor of Business Administration degree in Finance from the University of North Texas. When he is not busy helping his clients navigate the complex world of money management, Josh enjoys coaching his kids’ soccer and tee-ball teams, grilling, watching football, and home improvement projects
- CERTIFICATION/LICENSES
- EDUCATION
- AREAS OF FOCUS
- AFFILIATIONS
- CERTIFIED FINANCIAL PLANNER™️
- NASD/FINRA Series 7
- NASD/FINRA Series 24
- NASD/FINRA Series 63
- NASD/FINRA Series 65
University of North Texas
Bachelor of Business Administration, Finance
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Business Exit Planning
- Estate Planning
- Tax Planning
- Life & Health Insurance
- Financial Planning Association (FPA), Dallas/Ft. Worth Chapter – Member
- Dallas Estate Planning Council – Member
