Legacy Portfolio Advisors, LLC

Legacy Portfolio Advisors, LLC (CRD# 158458) is a financial advisory firm headquartered in Austin, TX. They manage $33,144,105 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7000 N. Mopac Expressway, Suite 200, Austin, TX 78731
http://www.legacyportfolioadvisors.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $116,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Legacy Portfolio Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Dapper, financial advisor Austin TX
John M. Dapper
CRD#: 5138208
7000 N. Mopac Expressway, Suite 200, Austin, TX 78731

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.

2
Jerry Mikus, financial advisor Austin TX
Jerry J. Mikus
CRD#: 1284193
7000 N. Mopac Expressway, Suite 200, Austin, TX 78731

Jerry Mikus (CRD# 1284193) is an Investment Advisor Representative working at Legacy Portfolio Advisors, LLC in Austin, TX and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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