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).

Current Firm Details
5340 Legacy Drive, Ste 165, Plano, TX 75024
https://legacyconsultinggroup.com/
By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $611,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Legacy Consulting Group
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Quinn, financial advisor Plano TX
Matthew P. Quinn
CRD#: 3077004
5340 Legacy Drive, Ste 165, Plano, TX 75024

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.

2
Roger Shake, financial advisor Plano TX
Roger A. Shake
CRD#: 1302570
5340 Legacy Drive, Ste 165, Plano, TX 75024

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.

3
Steven Wachs, financial advisor Plano TX
Steven G. Wachs
CRD#: 1025803
5340 Legacy Drive, Ste 165, Plano, TX 75024

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.

4
Jennifer Schmitt, financial advisor Maumelle AR
Jennifer Y. Schmitt
CRD#: 7336273
Maumelle, AR

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.

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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