John
Sidery
Legacy Capital Wealth Partners, LLC
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About this Advisor
John Sidery is a certified financial planner operating in Little Rock, Arkansas who has 2 years of industry experience. Sidery is an employee of Legacy Capital Wealth Partners, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Wood Wind Golf Course, Ameriana Bank, Charles Schwab Bank and Legacy Capital Wealth Partners, LLC. Sidery maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in Arkansas. Legacy Capital Wealth Partners, LLC is a financial advisory firm that has its headquarters in Little Rock, AR. The firm has a total of 23 financial advisors. It manages $919 million in assets under management across its 2,076 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,076 customer accounts, 42% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on the services offered. Fees charged by Legacy Capital Wealth Partners, LLC may include some blend 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
John Sidery Work History
John has been registered as a financial advisor for 2 years.*
Legacy Capital Wealth Partners, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Ameriana Bank
Wood Wind Golf Course
*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 John Sidery 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
