Mitchell James Lampert

Employer firm

Legacy Financial Advisors, Inc. CRD 158675

$1.52B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2018 → 03/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2016 → 06/2018
  Jimmy John's
  Cincinnati, OH
• 01/2016 → 04/2018
  University Of Cincinnati
  Cincinnati, OH
• 05/2021 → Present
  Triad Advisors
  Norcross, GA
• 03/2021 → Present
  Legacy Financial Advisors
  Covington, KY

Other Businesses

1)Legacy Financial Advisors,Inc;investment related;117 E 4th Street,Covington,KY 41011;financial advisory services;investment trader/paraplanner;5/2021;40 hrs/month;6 hrs during trading;assist director of investment in trading duties and assist advisors in paraplanning duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-18
• S63 Uniform Securities Agent State Law Examination
  2018-09-25

Other Names

• Mitch James Lampert
• Mitt James Lampert
• Mitch Lampert
• Mitchell Lampert