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).

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 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 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 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 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 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 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 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.

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