Legacy Advisory Group, Inc.
Legacy Advisory Group, Inc. (CRD# 131895) is a financial advisory firm headquartered in Hermitage, PA. They manage $3,384,949 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$112,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
David Gollner (CRD# 224763) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 34 years of experience in the finance industry.
Sherri Marini (CRD# 3115057) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 19 years of experience in the finance industry.