Mitchell Lampert (CRD# 6990038) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 5 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | May 2021 - Current | 2 |
| Legacy Financial Advisors | Covington, KY | Mar 2021 - Current | 3 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2018 - Mar 2021 | 2 |
| Jimmy John's | Cincinnati, OH | Jan 2016 - Jun 2018 | 2 |
| University Of Cincinnati | Cincinnati, OH | Jan 2016 - Apr 2018 | 2 |
| Miami University | Oxford, OH | Aug 2014 - Dec 2015 | 1 |
| Assistance In Marketing | Cincinnati, OH | May 2015 - Aug 2015 | < 1 |
| Archbishop Moeller High School | Cincinnati, OH | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- KY
-
Total Assets Under Management1,126MILLIONS
-
Total Number of Accounts4,401ACCOUNTS
-
Average Account Value$255,768
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, KY, OH, PA, SC, TX, VA
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