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Chief Compliance Officer · LGT Financial Advisors LLC

Will S Clark

CRD 5089829 · Named on Form ADV at 4 SEC-registered advisers

At a glance

LGT Financial Advisors LLC, an SEC-registered wealth manager based in Dallas, TX with $456 million in regulatory assets, lists Will S Clark on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Will at 3 other registered advisers.

Firms and roles

AtlasMembers

Will’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Will on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Will’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.