| Advisor Profile |
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| Name: |
Caleb T. Davenport |
| Phone Number: |
(330) 439-4935 |
| Website: |
Visit Website
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| Disclaimer |
| Securities offered through Sigma Financial Corporation, member FINRA and SIPC |
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Business Description |
Navigate your future with Legacy Retirement Advisors, Inc., a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
Your financial success and peace of mind is my highest priority. My integrity, vast industry knowledge and years of experience has earned me a reputation for excellence in our industry. I know life is full of making decisions, and nobody wants to make the wrong ones. Like never before, investors need a sense of direction. I am committed to helping you navigate through the maze of financial information and market trends, allowing you to make the right decisions in order to meet your financial goals. |
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General Information |
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| Insurance License#: |
OH/14828
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| Name of Broker/Dealer: |
Sigma Financial Corporation
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| Years of Experience in Financial Services: |
19+
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| Number of Years with Current Firm: |
19+
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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BS - Liberty University
MA - Liberty University |
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Services |
| Investment Types: |
REITs, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health, Annuity, Accident
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| Financial Organization Memberships: |
Paladin Registry
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Commissions
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| Prepared By: |
Caleb T. Davenport |
Frequently Asked Questions |
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