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Deann Gaye Gann

Investment adviser representative at Legacy Capital Wealth Partners, LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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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

31 years in the industry.

  1. Legacy Capital Wealth Partners, LLCFeb 2023 to now
  2. Purshe Kaplan Sterling InvestmentsFeb 2023 to now
  3. Arvest Asset ManagementMay 2011 to Feb 2023
  4. Hook, Line, and SinkerAug 1995 to Nov 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

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
2824089
Firm CRD
291960
Advisor's SEC record (opens in a new tab)
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