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Jeffrey Miller Bentley

Investment Adviser Representative at LGT FINANCIAL ADVISORS LLC

Dallas, TXCRD #6679536Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Miller Bentley has worked in the securities industry since 2016. They have passed the Series 99, 65, 63, and 7 examinations. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/20/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 8/15/2016
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/10/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
$0 - $1,000,0001.00%
$1,000,000 - $3,000,0000.75%
$3,000,000 - $5,000,0000.50%
$5,000,000+
Source

LGT Financial Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LGT FINANCIAL ADVISORS LLCCurrent
12/20/2019Dallas, TX
INVESTMENT SECURITY CORPORATION
11/15/20191/3/2023Dallas, TX
FIDELITY BROKERAGE SERVICES LLC
8/10/20167/30/2019Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LGT FINANCIAL ADVISORS LLC

1 other advisor in the directory

View LGT FINANCIAL ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Miller Bentley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jeffrey Miller Bentley - Financial Advisor in Dallas, TX | AdvisorFinder