New Legacy Financial Group, LLC
New Legacy Financial Group, LLC (CRD# 151155) is a financial advisory firm headquartered in Smithville, OH. They manage $46,808,068 in 251 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
New Legacy Financial Group, LLC
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts251ACCOUNTS
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Average Account Value$186,486
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at New Legacy Financial Group, LLC
1
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry.
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