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Mitchell James Lampert

Legacy Financial Advisors, Inc.

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About Mitchell James Lampert

Mitchell Lampert is a financial advisor registered with Legacy Financial Advisors, Inc. Mitchell is currently registered as an Investment Advisor Representative (IAR) in Kentucky. Mitchell has worked in the financial services industry since 2018 and previously held roles with Vanguard Marketing Corporation and Triad Advisors LLC. Mitchell's expertise includes financial planning, portfolio management for businesses and individuals, and selection of other advisors. Mitchell holds the Series 63, 65, and 7 licenses, along with the SIE exam.

Firm Information

Mitchell Lampert is currently registered with Legacy Financial Advisors, Inc.. Legacy Financial Advisors, Inc. is an investment advisor headquartered in Covington, KY. The firm manages approximately $1.13 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. The firm offers a range of services, including financial planning, portfolio management, and selection of other advisors.
Legacy Financial Advisors, Inc.

117 EAST FOURTH STREET

COVINGTON, KY 41011

$1.13B

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Mitchell Lampert’s Registration & Firm History

KY

01/01/2025 - Present

Legacy Financial Advisors, Inc. (Covington KY)

KY

05/22/2021 - 09/22/2022

TRIAD ADVISORS LLC (COVINGTON KY)

AZ

09/17/2018 - 03/26/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 03/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell James Lampert.
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