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Mitchell N. Mcgrane

LEGACY CAPITAL FUND
METAIRIE, LA 70005
Some features on this profile are disabled
CRD#: 5269020
MM

Professional summary

Mitchell Nosser Mcgrane, who also goes by Mitch Mcgrane, Mitchell Mcgrane, is a registered financial professional currently at LEGACY CAPITAL FUND, INC. located in Metairie, Louisiana.

Mitchell is registered as a RR (Registered Representative) and started their career in finance in 2009. Mitchell has worked at 1 firm and has passed the Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mitch Mcgrane | Mitchell Mcgrane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mitchell Nosser Mcgrane's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 23, 2009 - Present

LEGACY CAPITAL FUND, INC.

Office #1: 433 Metairie Rd. Suite 405, Metairie, LA 70005Office #2: 433 Metairie Rd Ste 405, Metairie, LA 70005
BD
CRD#: 39179
METAIRIE, LA
Past

January 26, 2009 - October 9, 2009

LEGACY CAPITAL FUND, INC.

BD
CRD#: 39179
METAIRIE, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Louisiana
(11/23/2009)

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LC
LEGACY CAPITAL FUND, INC.
LEGACY CAPITAL | LEGACY CAPITAL FUND, INC.

CRD#: 39179 / SEC#: , 8-48568

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
433 Metairie Rd Ste 405, Metairie, LA 70005
Mailing Address
433 Metairie Rd Ste 405, Metairie, LA 70005
Phone number
(504) 837-3450
Established
Louisiana since 06/22/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PORTER, CHARLES DARDENGENERAL PRINCIPAL/CFO3127864
VANMETER, MARIANNE MATTINGLYPRESIDENT/CCO1512218

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LEGACY CAPITAL FUND, INC.

CRD#: 39179Metairie, LA 70005

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