Skyler DennyCRD Number: 6737178
Current Firm: Legacy Financial Designs
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.
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Valic Financial Advisors, Inc.
|Legacy Financial Designs, LLC||Spring, TX||Mar 2021 - Current||< 1|
|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|
|Valor Security||The Woodlands, TX||May 2012 - Sep 2013||1|
|Student||Huntsville, TX||Jul 2011 - May 2012||< 1|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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