Unclaimed
David Patterson Sawyer is a registered Investment Advisor Representative with Legacy Knight MFO, LLC in Dallas, TX. David has been a registered Investment Advisor since December 2020. David has worked in the financial industry since January 2013 and has a Series 65 license. David's experience includes working for the U.S. Senate, Jobs, Growth, and Freedom Fund, Cruz for President, and CAZ Investments LP.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Human capital legacy services and philanthropic services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/02/2020 - Present
Legacy Knight MFO, LLC (DALLAS TX)
IA
Issued 09/01/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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