David
Sawyer
Legacy Knight Mfo, LLC
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About this Advisor
David Sawyer is a financial advisor who works in Dallas, Texas with a total of 3 years of relevant experience. Sawyer is an employee of Legacy Knight Mfo, LLC. Their career trajectory has included roles at U.S. Senate, Jobs, Growth, And Freedom Fund, Cruz For President, Caz Investments Lp and Legacy Knight Mfo, LLC. Sawyer holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Texas. Legacy Knight Mfo, LLC is a financial advisory firm headquartered in Dallas, TX. The investment advisory business has a total of 15 advisors. It handles $1 billion in assets between its 45 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 45 customer accounts, 44% belong to high-net-worth investors who have at least $1 million in investable assets. Legacy Knight Mfo, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fee schedules typically are based on the services provided. Fee types charged by Legacy Knight Mfo, LLC can be comprised of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Knight Mfo, LLC Brokerage Details
$1,200,961,429
15
45
$26,688,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
David Sawyer Work History
David has been registered as a financial advisor for 3 years.*
Legacy Knight Mfo, LLC
Caz Investments Lp
Cruz For President
Jobs, Growth, And Freedom Fund
U.S. Senate
*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 David Sawyer 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 Knight Mfo, LLC
Dallas, TX
Dallas, TX
Dallas, TX
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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