Unclaimed Profile

David Alan Trent

LEGACY CAPITAL WEALTH PARTNERS, LLC·LITTLE ROCK, Arkansas

Clean recordLEGACY CAPITAL WEALTH PARTNERS, LLC

8315 CANTRELL ROAD, LITTLE ROCK, AR 72227CRD# 1902030Firm CRD# 291960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Trent · LITTLE ROCK, AR

Registration

CRD #1902030 · LEGACY CAPITAL WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Alan Trent is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with LEGACY CAPITAL WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY CAPITAL WEALTH PARTNERS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY CAPITAL WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1902030

Firm CRD# 291960

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Alan Trent offer?

David Alan Trent specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are David Alan Trent's credentials?

David Alan Trent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Trent located?

David Alan Trent is based in LITTLE ROCK, Arkansas, working with LEGACY CAPITAL WEALTH PARTNERS, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does David Alan Trent charge for services?

David Alan Trent's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL WEALTH PARTNERS, LLC?

LEGACY CAPITAL WEALTH PARTNERS, LLC has approximately 24 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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