Mitchell
Lampert
Legacy Financial Advisors, Inc
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About this Advisor
Mitchell Lampert is a financial advisor based in Covington, Kentucky, working with Legacy Financial Advisors, Inc. Mitchell has previously held positions at The Vanguard Group, Inc, Jimmy John's, Assistance In Marketing, Miami University, University Of Cincinnati, Triad Advisors, and Legacy Financial Advisors. Mitchell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Mitchell is part of Legacy Financial Advisors, Inc, which operates out of Covington, Kentucky. The firm has 17 employees and manages assets totaling $1.1 billion. The firm 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Legacy Financial Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Financial Advisors, Inc Brokerage Details
$1,125,634,229
17
4,401
$255,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mitchell Lampert Work History
Triad Advisors
Legacy Financial Advisors
The Vanguard Group, Inc
Jimmy John'S
University Of Cincinnati
Assistance In Marketing
Miami University
Disclosures
Please visit the SEC profile of Mitchell Lampert 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 Financial Advisors, Inc
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Carmel, IN
Covington, KY
Covington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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