Mitchell James Lampert
Investment adviser representative at Legacy Financial Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
15 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
Experience
10 years in the industry.
- Triad AdvisorsMay 2021 to now
- Legacy Financial Advisors, Inc.Mar 2021 to now
- The Vanguard Group, Inc.Jul 2018 to Mar 2021
- Jimmy John'sJan 2016 to Jun 2018
- University of CincinnatiJan 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Legacy Financial Advisors, Inc.
$1.5BAssets managed
1,065Clients
13Advisers
15 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
- 6990038
- Firm CRD
- 158675