MS
Morgan Sizer
from Legacy Capital Wealth Partners, LLC
Morgan Sizer is a financial advisor based in Arkansas, Little Rock,
with 12 years of experience. Morgan currently works for
Legacy Capital Wealth Partners, LLC.
Morgan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Morgan Sizer works at Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC is a financial advisory firm based in Little Rock, Arkansas. It currently has approximately $795,247,850 of assets under management and employs about 23 people. Legacy Capital Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8315 Cantrell Road, Suite 200, Little Rock, Arkansas, 72227
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