Been Legacy Wealth Advisors, LLC

Been Legacy Wealth Advisors, LLC (CRD# 168343) is a financial advisory firm headquartered in Houston, TX. They manage $1,562,753 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $26,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Been Legacy Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Johnny R. Been
CRD#: 1845566
3707 Westcenter #200, Houston, TX 77042
98
Wealthminder
score
Johnny Been (CRD# 1845566) is an Investment Advisor Representative working at Been Legacy Wealth Advisors, LLC in Houston, TX and has over 27 years of experience in the finance industry.
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