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
Legacy Financial Advisors
By the Numbers
-
Total Assets Under Management89MILLION
-
Total Number of Accounts539ACCOUNTS
-
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
1
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.
2
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.
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