Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc. (CRD# 158675) is a financial advisory firm headquartered in Covington, KY. They manage $1,125,634,229 in 4,401 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,126MILLION
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Total Number of Accounts4,401ACCOUNTS
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Average Account Value$255,768
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, KY, OH, PA, SC, TX, VA
Matthew Aquilia (CRD# 3168428) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 11 years of experience in the finance industry.
Justin Brown (CRD# 5058577) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 18 years of experience in the finance industry.
Robert Kuhnhein (CRD# 6622945) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has 1 year of experience in the finance industry.
Michael Maisel (CRD# 4214372) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 23 years of experience in the finance industry.
Michael McWhinnie (CRD# 4334896) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 23 years of experience in the finance industry.
Seth Sanborn (CRD# 5464772) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 16 years of experience in the finance industry.
Paul Sartori (CRD# 1321982) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 39 years of experience in the finance industry.
Robert Scroggins (CRD# 4929045) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry.
Mitchell Lampert (CRD# 6990038) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 5 years of experience in the finance industry.