John Dapper (CRD# 5138208) is an Investment Advisor Representative working at Legacy Portfolio Advisors, LLC in Austin, TX and has over 17 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Dapper, Sole Proprietor | Austin, TX | Jan 2023 - Current | 1 |
| Legacy Portfolio Advisors, LLC | Austin, TX | Jan 2023 - Current | 1 |
| Holdfast Wealth Management, LLC | Austin, TX | Jun 2013 - Current | 10 |
| Law Office Of John Dapper | Austin, TX | Jun 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- TX
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$116,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Market timing services
- Educational seminars/workshops
- Other
TX
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