Kevin
Clark
Legacy Capital Wealth Partners, LLC
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About this Advisor
Kevin Clark is a financial advisor operating in Little Rock, Arkansas with 2 years of industry experience. Clark is an employee of Legacy Capital Wealth Partners, LLC. Over the course of their career, they have held roles at Nea Financial Services, LLC Dba Nea Accounting, Signator Investors, Inc, Trent Capital Management, Inc, Legacy Capital Wealth Partners, LLC and Transamerica Financial Advisors, Inc. Clark has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arkansas. Legacy Capital Wealth Partners, LLC is a business that has its headquarters in Little Rock, AR. The firm has a total of 23 employees. It oversees $919 million in assets under management among its 2,076 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,076 accounts, 42% are held by high-net-worth investors who have more than $1 million in assets. Legacy Capital Wealth Partners, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on the type of financial services provided. However, fee types billed by Legacy Capital Wealth Partners, LLC likely consist of any combination 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
Kevin Clark Work History
Kevin has been registered as a financial advisor for 2 years.*
Legacy Capital Wealth Partners, LLC
Nea Financial Services, LLC Dba Nea Accounting
Trent Capital Management, Inc
Signator Investors, Inc
Transamerica Financial Advisors, Inc
*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 Kevin Clark 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
Little Rock, AR
Rogers, 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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