Legacy Consulting Group
Legacy Consulting Group (CRD# 108541) is a financial advisory firm headquartered in Plano, TX. They manage $316,581,007 in 518 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management317MILLION
-
Total Number of Accounts518ACCOUNTS
-
Average Account Value$611,160
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, TX
Matthew Quinn (CRD# 3077004) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has 1 year of experience in the finance industry.
Roger Shake (CRD# 1302570) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has over 27 years of experience in the finance industry.
Steven Wachs (CRD# 1025803) is an Investment Advisor Representative working at Legacy Consulting Group in Plano, TX and has over 36 years of experience in the finance industry.
Jennifer Schmitt (CRD# 7336273) is an Investment Advisor Representative working at Legacy Consulting Group in Maumelle, AR and has 1 year of experience in the finance industry.