Defining Legacy Advisors

Defining Legacy Advisors (CRD# 299537) is a financial advisory firm headquartered in Greensboro, NC. They manage $9,263,925 in 154 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7 Corporate Center Court, Suite B, Greensboro, NC 27408
https://www.linkedin.com/company/defining-legacy-advisors
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $60,155
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, SC

Financial Advisors at Defining Legacy Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Johnson, financial advisor Greensboro NC
Matthew H. Johnson
CRD#: 5484106
Greensboro, NC

Matthew Johnson (CRD# 5484106) is an Investment Advisor Representative working at Defining Legacy Advisors in Greensboro, NC and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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