Legacy Advisory Limited Company

Legacy Advisory Limited Company (CRD# 300802) is a financial advisory firm headquartered in Overland Park, KS. They manage $82,454,748 in 477 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10561 Barkley, Suite 610, Overland Park, KS 66212
http://www.legacygroupks.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $172,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Legacy Advisory Limited Company
Showing 1 - 2 of 2 top financial advisors.
1
Jack Kynion, financial advisor Overland Park KS
Jack Kynion
CRD#: 6255861
10561 Barkley, Suite 610, Overland Park, KS 66212

Jack Kynion (CRD# 6255861) is an Investment Advisor Representative working at Legacy Advisory Limited Company in Overland Park, KS and has over 10 years of experience in the finance industry.

2
Blake Stanley, financial advisor Overland Park KS
Blake A. Stanley
CRD#: 5158037
10561 Barkley, Suite 610, Overland Park, KS 66212

Blake Stanley (CRD# 5158037) is an Investment Advisor Representative working at Legacy Advisory Limited Company in Overland Park, KS and has over 17 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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