Family Legacy, Inc.

Family Legacy, Inc. (CRD# 110945) is a financial advisory firm headquartered in Greenville, SC. They manage $259,935,748 in 243 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
900 Pendleton Street, Suite 200, Greenville, SC 29601
https://twitter.com/search?q=%40familylegacygsc
By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $1,069,694
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, LA, NC, SC, TX

Financial Advisors at Family Legacy, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Brown, financial advisor Greenville SC
Christopher A. Brown
CRD#: 2627553
104 Broadus Avenue, Greenville, SC 29601

Christopher Brown (CRD# 2627553) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 28 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 Brown, financial advisor Greenville SC
William W. Brown
CRD#: 2627550
104 Broadus Avenue, Greenville, SC 29601

William Brown (CRD# 2627550) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 28 years of experience in the finance industry.

3
Jennifer Chandler, financial advisor Greenville SC
Jennifer W. Chandler
CRD#: 6756762
900 Pendleton Street, Suite 200, Greenville, SC 29601

Jennifer Chandler (CRD# 6756762) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.

4
George Jester, financial advisor Greenville SC
George A. Jester
CRD#: 6966192
104 Broadus Avenue, Greenville, SC 29601

George Jester (CRD# 6966192) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 4 years of experience in the finance industry.

5
Patrice Sebastian, financial advisor Greenville SC
Patrice L. Sebastian
CRD#: 6635364
900 Pendleton Street, Suite 200, Greenville, SC 29601

Patrice Sebastian (CRD# 6635364) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 7 years of experience in the finance industry.

6
Alyssa Book, financial advisor Greenville SC
Alyssa S. Book
CRD#: 7511442
900 Pendleton Street, Suite 200, Greenville, SC 29601

Alyssa Book (CRD# 7511442) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has 1 year of experience in the finance industry.

7
Justin Phillips, financial advisor Greenville SC
Justin T. Phillips
CRD#: 7495490
900 Pendleton Street, Suite 200, Greenville, SC 29601

Justin Phillips (CRD# 7495490) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals