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
Legacy Advisory Limited Company
By the Numbers
-
Total Assets Under Management82MILLION
-
Total Number of Accounts477ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at Legacy Advisory Limited Company
1
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 (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.
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