Legacy Financial Advisors, LLC

Legacy Financial Advisors, LLC (CRD# 130350) is a financial advisory firm headquartered in Beachwood, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.


Financial Advisors at Legacy Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Barbara S. Camaglia
CRD#: 1127424
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122

Barbara Camaglia (CRD# 1127424) is an Investment Advisor Representative working at Legacy Financial Advisors, LLC in Beachwood, OH and has 1 year of experience in the finance industry. Barbara Camaglia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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