Financial Legacy Management, Nc.

Financial Legacy Management, Nc. (CRD# 136348) is a financial advisory firm headquartered in Little Rock, AR. They manage $95,000,000 in 575 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
13 Office Park Drive, Little Rock, AR 72211
https://www.financiallegacymanagement.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $165,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

AR, LA

Financial Advisors at Financial Legacy Management, Nc.
Showing 1 - 2 of 2 top financial advisors.
1
John Kelley, financial advisor Conway AR
John W. Kelley
CRD#: 4512470
960 Joseph Drive, Conway, AR 72034

John Kelley (CRD# 4512470) is an Investment Advisor Representative working at Financial Legacy Management, Nc. in Conway, AR and has 1 year of experience in the finance industry.

2
Alvin Rogers, financial advisor Little Rock AR
Alvin Rogers
CRD#: 2974071
13 Office Park Drive, Little Rock, AR 72211

Alvin Rogers (CRD# 2974071) is an Investment Advisor Representative working at Financial Legacy Management, Nc. in Little Rock, AR and has over 26 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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