Legacy Financial Advisors

Legacy Financial Advisors (CRD# 309156) is a financial advisory firm headquartered in , . They manage $88,988,977 in 539 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

http://www.legacyfallc.com

By the Numbers

Total Assets Under Management

89

MILLION
Total Number of Accounts

539

ACCOUNTS
Average Account Value

$165,100

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Legacy Financial Advisors

Showing 1 - 2 of 2 top financial advisors.

Wesley R. Joiner

CRD#: 5732382

Saint Simons Island, GA

Wesley Joiner (CRD# 5732382) is an Investment Advisor Representative working at Legacy Financial Advisors in Saint Simons Island, GA and has over 11 years of experience in the finance industry.

William R. Joiner

CRD#: 2232377

Saint Simons Island, GA

William Joiner (CRD# 2232377) is an Investment Advisor Representative working at Legacy Financial Advisors in Saint Simons Island, GA and has over 25 years 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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