Home
›
Firms
›
LEGACY CAPITAL WEALTH PARTNERS, LLC
LEGACY CAPITAL WEALTH PARTNERS, LLC
LITTLE ROCK, Arkansas
·
7 registered advisors
·
CRD# 291960
SEC# 801-112442
1
501-376-7878
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEGACY CAPITAL WEALTH PARTNERS, LLC
7 registered advisors
David Alan Trent
LITTLE ROCK, Arkansas
CRD# 1902030
Jason D Prather
LITTLE ROCK, Arkansas
CRD# 4669803
Matthew Ridgway Jones
LITTLE ROCK, Arkansas
CRD# 2557927
Morgan Boyd Sizer
LITTLE ROCK, Arkansas
CRD# 6176788
Norman Joseph Strickland
LITTLE ROCK, Arkansas
CRD# 4024448
Robert Cecil Roberts
LITTLE ROCK, Arkansas
CRD# 7111940
Sage Marianne Sizer
LITTLE ROCK, Arkansas
CRD# 7889792
05
Office Locations
LITTLE ROCK, Arkansas
7 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. LEGACY CAPITAL WEALTH PARTNERS, LLC (CRD# 291960) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.