Unclaimed Profile

Jason D Prather

LEGACY CAPITAL WEALTH PARTNERS, LLC·LITTLE ROCK, Arkansas

SIE, Series 7, Series 63, Series 65Clean record21 years registeredLEGACY CAPITAL WEALTH PARTNERS, LLC

8315 CANTRELL ROAD, LITTLE ROCK, AR 72227CRD# 4669803Firm CRD# 291960

Profile Verification

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

Identity

Jason D Prather · LITTLE ROCK, AR

Registration

CRD #4669803 · LEGACY CAPITAL WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

LEGACY CAPITAL WEALTH PARTNERS, LLC

Mar 2018 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Mar 2018

LITTLE ROCK, AR

NFP ADVISOR SERVICES, LLC

Jan 2005 – Sep 2016

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 11, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY CAPITAL WEALTH PARTNERS, LLC

CRD 291960 · SEC 801-112442

AUM

$1.1B

Regulatory assets under management

Employees

2,360 client accounts

Services offered by LEGACY CAPITAL WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY CAPITAL WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason D Prather offer?

Jason D Prather specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Jason D Prather's credentials?

Jason D Prather is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason D Prather located?

Jason D Prather 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 Jason D Prather charge for services?

Jason D Prather'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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