Lauren Elizabeth Young

Employer firm

Legacy Capital Wealth Partners, LLC CRD 291960

$1.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 03/2018
  Kestra Financial, Inc
  Little Rock, AR
• 03/2018 → Present
  Legacy Capital Wealth Partners, Llc
  Little Rock, AR
• 06/2019 → 12/2019
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 12/2021 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Other Businesses

1. Legacy Capital Wealth Partners, LLC. Investment Related. 8315 Cantrell Road, Suite 200, Little Rock, AR 72227. RIA. Senior Client Service Associate. 03/2018. 140 Hrs/Mo; 120 During Trading Hours. Client Relations, Data Entry, Processing Paperwork, Cashiering at RIA Custodian. 2. Purshe Kaplan Sterling, Investment Related, Reported Address, Registered Representative, 40 Hrs/Month

Exams

• S66 Uniform Combined State Law Examination
  2021-12-04

Other Names

• Lauren Elizabeth Ditzig
• Lauren Elizabeth Steele