Brian
Wood
Legacy Capital Wealth Partners, LLC
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About this Advisor
Brian Wood is a chartered financial analyst who works out of Rogers, Arkansas. Wood is on the advisory team at Legacy Capital Wealth Partners, LLC. During their career, the advisor has held roles at Arvest Wealth Management, Legacy Capital Wealth Partners, LLC and Purshe Kaplan Sterling Investments. Wood has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Arkansas. Legacy Capital Wealth Partners, LLC is a business that has its headquarters in Little Rock, AR. The company has a total of 23 advisors. It administers $919 million in total assets across its 2,076 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,076 client accounts, 42% are associated with high-net-worth individuals who have at least $1 million in investable assets. Legacy Capital Wealth Partners, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on the type of services provided. Fees billed by Legacy Capital Wealth Partners, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Capital Wealth Partners, LLC Brokerage Details
$918,488,600
23
2,076
$442,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Wood Work History
Brian has been registered as a financial advisor for 0 years.*
Legacy Capital Wealth Partners, LLC
Purshe Kaplan Sterling Investments
Arvest Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Capital Wealth Partners, LLC
Little Rock, AR
Rogers, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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