Unclaimed Profile

Robert Cecil Roberts

LEGACY CAPITAL WEALTH PARTNERS, LLC·LITTLE ROCK, Arkansas

Series 65Clean record7 years registeredLEGACY CAPITAL WEALTH PARTNERS, LLC

8315 CANTRELL ROAD, LITTLE ROCK, AR 72227CRD# 7111940Firm CRD# 291960

Profile Verification

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

Identity

Robert Cecil Roberts · LITTLE ROCK, AR

Registration

CRD #7111940 · LEGACY CAPITAL WEALTH PARTNERS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY CAPITAL WEALTH PARTNERS, LLC

LEGACY CAPITAL WEALTH PARTNERS, LLC

May 2019 – Jan 2025

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 3, 2019

Years registered · 7

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 Robert Cecil Roberts offer?

Robert Cecil Roberts specializes in Financial Planning, Investment Management.

What are Robert Cecil Roberts's credentials?

Robert Cecil Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Cecil Roberts located?

Robert Cecil Roberts is based in LITTLE ROCK, Arkansas, last registered with LEGACY CAPITAL WEALTH PARTNERS, LLC.

How does Robert Cecil Roberts charge for services?

Robert Cecil Roberts'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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