Legacy Advisory Group, LLC

Legacy Advisory Group, LLC (CRD# 281527) is a financial advisory firm headquartered in , . They manage $1,375,598 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $171,950
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OK, TX

Financial Advisors at Legacy Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett M. Benge
CRD#: 5806676
Tulsa, OK
93
Wealthminder
score

Brett Benge (CRD# 5806676) is an Investment Advisor Representative working at Legacy Advisory Group, LLC in Tulsa, OK and has over 6 years of experience in the finance industry.

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