Legacy Financial Advisors, Inc.

Legacy Financial Advisors, Inc. (CRD# 158675) is a financial advisory firm headquartered in Covington, KY. They manage $1,125,634,229 in 4,401 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,126
    MILLION
  • Total Number of Accounts
    4,401
    ACCOUNTS
  • Average Account Value
    $255,768
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, OH, PA, SC, TX, VA

Financial Advisors at Legacy Financial Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Matthew J. Aquilia
CRD#: 3168428
117 East Fourth Street, Covington, KY 41011

Matthew Aquilia (CRD# 3168428) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 11 years of experience in the finance industry.

2
Justin K. Brown
CRD#: 5058577
117 East Fourth Street, Covington, KY 41011

Justin Brown (CRD# 5058577) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 18 years of experience in the finance industry.

3
Robert J. Kuhnhein
CRD#: 6622945
117 East Fourth Street, Covington, KY 41011

Robert Kuhnhein (CRD# 6622945) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has 1 year of experience in the finance industry.

4
Michael J. Maisel
CRD#: 4214372
117 East Fourth Street, Covington, KY 41011

Michael Maisel (CRD# 4214372) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 23 years of experience in the finance industry.

5
Michael J. McWhinnie
CRD#: 4334896
117 East Fourth Street, Covington, KY 41011

Michael McWhinnie (CRD# 4334896) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 23 years of experience in the finance industry.

6
Seth H. Sanborn
CRD#: 5464772
117 East Fourth Street, Covington, KY 41011

Seth Sanborn (CRD# 5464772) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 16 years of experience in the finance industry.

7
Paul A. Sartori
CRD#: 1321982
117 East Fourth Street, Covington, KY 41011

Paul Sartori (CRD# 1321982) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 39 years of experience in the finance industry.

8
Robert C. Scroggins
CRD#: 4929045
200 Northland Blvd, Cincinnati, OH 45246

Robert Scroggins (CRD# 4929045) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry.

9
Mitchell J. Lampert
CRD#: 6990038
117 E. Fourth Street, Covington, KY 41011

Mitchell Lampert (CRD# 6990038) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 5 years of experience in the finance industry.

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