Will Clark is a control person of LGT Financial Advisors and directly owns under 5% of it.
LGT Financial Advisors is an investment adviser based in Dallas, TX, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $456 million, as filed on 11 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5089829
- Firm
- LGT Financial Advisors · CRD 111575
- Role
- Chief Compliance Officer
- In role since
- October 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Dallas, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Will Clark work?
Will Clark has been Chief Compliance Officer of LGT Financial Advisors LLC since October 2023, and is a control person of the firm.
How can I verify Will Clark’s record?
Will Clark’s role is listed on LGT Financial Advisors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 111575.
