Legacy Financial Advisors, LLC

Legacy Financial Advisors, LLC (CRD# 142440) is a financial advisory firm headquartered in Hattiesburg, MS. They manage $10,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, MS

Financial Advisors at Legacy Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael D. James
CRD#: 1831422
8 Woodstone Plaza, Hattiesburg, MS 39402
93
Wealthminder
score

Michael James (CRD# 1831422) is an Investment Advisor Representative working at Legacy Financial Advisors, LLC in Hattiesburg, MS and has over 11 years of experience in the finance industry.

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