Lauren Young
Lauren Young is a registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 5 years of industry experience. Lauren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
8315 Cantrell Road, Suite 200, Little Rock, AR, 72227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lauren works as a Senior Client Service Associate at Legacy Capital Wealth Partners, LLC, dedicating nearly full-time hours to client relations, data entry, and other tasks. Lauren is also a Registered Representative with Purshe Kaplan Sterling, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kestra Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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