Family Legacy Financial Solutions, LLC

Family Legacy Financial Solutions, LLC (CRD# 314351) is a financial advisory firm headquartered in Cary, NC. They manage $109,000,000 in 656 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1000 Centre Green Way, Suite #190, Cary, NC 27513
https://www.triangletechnet.com/
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $166,159
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Family Legacy Financial Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Todd Iglehart, financial advisor Cary NC
Todd R. Iglehart
CRD#: 6645163
1000 Centre Green Way, Suite #190, Cary, NC 27513

Todd Iglehart (CRD# 6645163) is an Investment Advisor Representative working at Family Legacy Financial Solutions, LLC in Cary, NC and has over 7 years of experience in the finance industry.

2
Joshua Stubbolo, financial advisor Cary NC
Joshua A. Stubbolo
CRD#: 6066642
1000 Centre Green Way, Suite #190, Cary, NC 27513

Joshua Stubbolo (CRD# 6066642) is an Investment Advisor Representative working at Family Legacy Financial Solutions, LLC in Cary, NC and has over 8 years of experience in the finance industry.

3
Gary Pysz, financial advisor Cary NC
Gary M. Pysz
CRD#: 7187634
1000 Centre Green Way, Suite #190, Cary, NC 27513

Gary Pysz (CRD# 7187634) is an Investment Advisor Representative working at Family Legacy Financial Solutions, LLC in Cary, NC and has over 3 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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