Daniel Eric Kimbrough

Employer firm

Legacy Wealth Management, LLC CRD 108619

$2.66B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2014 → Present
  Legacy Wealth Management
  Memphis, TN

Other Businesses

D. ERIC KIMBROUGH, PLLC; NON INVESTMENT-RELATED; 2086 OLD TAYLOR RD STE 1021, OXFORD, MS 38655; SOLO LAW PRACTICE; SELF-EMPLOYED ATTORNEY SINCE 2006; 30 HOURS PER MONTH; LESS THAN 15 HOURS PER MONTH DURING TRADING HOURS; ESTATE PLANNING ATTORNEY MAINTAINING EXISTING CLIENT FILES

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-25