Skyler Denny (CRD# 6737178) is an Investment Advisor Representative working at Legacy Financial Designs in Spring, TX and has 1 year of experience in the finance industry. Skyler Denny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Financial Designs, LLC | Spring, TX | Mar 2021 - Current | 3 |
| Financial Synergies Wealth Advisors, Inc. | Houston, TX | May 2018 - Mar 2021 | 2 |
| Hfg Wealth Management, LLC | The Woodlands, TX | Jun 2015 - Feb 2018 | 2 |
| Student | College Station, TX | Sep 2014 - Jun 2015 | < 1 |
| Leam Drilling Systems | Conroe, TX | Sep 2013 - Aug 2014 | < 1 |
- LA
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$127,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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