Morgan
Sizer
Legacy Capital Wealth Partners, LLC
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About this Advisor
Morgan Sizer is a financial advisor based in Little Rock, Arkansas, working with Legacy Capital Wealth Partners, LLC. Morgan has previously held positions at Mozumbo LLC, Concordius Capital Advisors, Sowell Management Services, LLC, Trent Capital Management, Inc, and Legacy Capital Wealth Partners, LLC. Morgan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas. Currently, Morgan is part of Legacy Capital Wealth Partners, LLC, which operates out of Little Rock, Arkansas. The firm has 1 office and 24 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Legacy Capital Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Legacy Capital Wealth Partners, LLC Brokerage Details
$1,128,118,401
24
2,360
$478,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Morgan Sizer Work History
Legacy Capital Wealth Partners, LLC
Trent Capital Management, Inc
Sowell Management Services, LLC
Concordius Capital Advisors
Mozumbo LLC
Disclosures
Please visit the SEC profile of Morgan Sizer 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
Little Rock, AR
Palatine, IL
Little Rock, AR
Rogers, AR
Little Rock, AR
Little Rock, AR
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