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John Maurits Dapper

Legacy Portfolio Advisors, LLC

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About John Maurits Dapper

John Maurits Dapper is a financial professional with over 16 years of experience in the financial services industry. John Dapper is registered as an Investment Advisor Representative with Legacy Portfolio Advisors, LLC and Holdfast Wealth Management, LLC. John Dapper has a broad background in financial services, including experience as a legal professional, providing investment advisory services and insurance sales.

Firm Information

John Dapper is currently registered with Legacy Portfolio Advisors, LLC. Legacy Portfolio Advisors, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals. They also offer consulting services. The firm has two licensed agents, two investment adviser representatives, and two investment advisory functions.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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John Dapper’s Registration & Firm History

TX

01/27/2023 - Present

Legacy Portfolio Advisors, LLC (AUSTIN TX)

TX

02/13/2013 - 06/26/2013

RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)

TX

02/23/2009 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)

TX

08/08/2008 - 03/09/2009

DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)

TX

06/05/2008 - 06/10/2008

FIFTH STREET CAPITAL, LLC (AUSTIN TX)

TX

08/22/2006 - 03/28/2007

CHOICE INVESTMENTS, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 11/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2006

Series 24 - General Securities Principal Examination

BC

Issued 12/09/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Maurits Dapper.
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