Legacy Family Office, LLC
Legacy Family Office, LLC (CRD# 147160) is a financial advisory firm headquartered in Estero, FL. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Tammy Surratt (CRD# 4371065) is an Investment Advisor Representative working at Legacy Family Office, LLC in Estero, FL and has over 11 years of experience in the finance industry.