Legacy Advisory Group, Inc.
Legacy Advisory Group, Inc. (CRD# 131895) is a financial advisory firm headquartered in Hermitage, PA. They manage $801,477 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Legacy Advisory Group, Inc.
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$61,652
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA
Financial Advisors at Legacy Advisory Group, Inc.
1
David Gollner (CRD# 224763) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.
2
Sherri Marini (CRD# 3115057) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 25 years of experience in the finance industry.
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