Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC (CRD# 291960) is a financial advisory firm headquartered in Little Rock, AR. They manage $1,128,118,401 in 2,360 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,128MILLION
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Total Number of Accounts2,360ACCOUNTS
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Average Account Value$478,016
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, IL, LA, MS, TX
Kevin Clark (CRD# 2304158) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 31 years of experience in the finance industry.
Deann Gann (CRD# 2824089) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Rogers, AR and has over 27 years of experience in the finance industry.
Jessica Heath (CRD# 5867458) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 9 years of experience in the finance industry.
Matthew Jones (CRD# 2557927) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 29 years of experience in the finance industry.
Michael Peebles (CRD# 4910804) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Rogers, AR and has over 19 years of experience in the finance industry.
Jason Prather (CRD# 4669803) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 20 years of experience in the finance industry.
Robert Roberts (CRD# 7111940) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 4 years of experience in the finance industry.
John Sidery (CRD# 6516086) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 8 years of experience in the finance industry.
Morgan Sizer (CRD# 6176788) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 11 years of experience in the finance industry.
Norman Strickland (CRD# 4024448) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 21 years of experience in the finance industry.