Kevin Andrew Clark
Investment adviser representative at Legacy Capital Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Legacy Capital Wealth Partners, LLCDec 2020 to now
- Nea Financial Services, LLC dba Nea AccountingJun 2011 to now
- Trent Capital Management, Inc.Jul 2017 to Dec 2020
- Signator Investors, Inc.May 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (AR).
Legacy Capital Wealth Partners, LLC
$1.5BAssets managed
680Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2304158
- Firm CRD
- 291960