Family Legacy, Inc.

Family Legacy, Inc. (CRD# 110945) is a financial advisory firm headquartered in Greenville, SC. They manage $122,530,193 in 363 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $337,549
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

GA, NC, SC

Financial Advisors at Family Legacy, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Christopher A. Brown
CRD#: 2627553
104 Broadus Avenue, Greenville, SC 29601
96
Wealthminder
score

Christopher Brown (CRD# 2627553) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 22 years of experience in the finance industry. Christopher Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William W. Brown
CRD#: 2627550
104 Broadus Avenue, Greenville, SC 29601
93
Wealthminder
score

William Brown (CRD# 2627550) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 22 years of experience in the finance industry.

3
Arthur E. Holman
CRD#: 4719844
Anderson, SC
93
Wealthminder
score

Arthur Holman (CRD# 4719844) is an Investment Advisor Representative working at Family Legacy, Inc. in Anderson, SC and has over 14 years of experience in the finance industry.

4
Austin L. Guest
CRD#: 6407260
104 Broadus Avenue, Greenville, SC 29601
90
Wealthminder
score

Austin Guest (CRD# 6407260) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 3 years of experience in the finance industry.

5
Margaret E. Jacobs
CRD#: 6299877
104 Broadus Avenue, Greenville, SC 29601
90
Wealthminder
score

Margaret Jacobs (CRD# 6299877) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 3 years of experience in the finance industry.

6
Joshua T. Langston
CRD#: 6660604
104 Broadus Avenue, Greenville, SC 29601
88
Wealthminder
score

Joshua Langston (CRD# 6660604) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has 1 year of experience in the finance industry.

7
Patrice L. Sebastian
CRD#: 6635364
104 Broadus Avenue, Greenville, SC 29601
88
Wealthminder
score

Patrice Sebastian (CRD# 6635364) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has 1 year of experience in the finance industry.

8
Mark A. Owens
CRD#: 6886049
104 Broadus Avenue, Greenville, SC 29601
87
Wealthminder
score

Mark Owens (CRD# 6886049) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has 1 year of experience in the finance industry.

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