Legacy Financial Independent Advisors LLC

Legacy Financial Independent Advisors LLC (CRD# 324258) is a financial advisory firm headquartered in Louisville, KY. They manage $428,440,270 in 2,296 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
100 Mallard Creek Rd, Suite 402, Louisville, KY 40207
https://www.legacyfia.com
By the Numbers
  • Total Assets Under Management
    428
    MILLION
  • Total Number of Accounts
    2,296
    ACCOUNTS
  • Average Account Value
    $186,603
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, KY, LA, NC, OH, SC, TX

Financial Advisors at Legacy Financial Independent Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Sheree Bollinger, financial advisor Louisville KY
Sheree L. Bollinger
CRD#: 1437851
100 Mallard Creek Rd, Suite 402, Louisville, KY 40207

Sheree Bollinger (CRD# 1437851) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 38 years of experience in the finance industry.

2
Bruce McCrea, financial advisor Louisville KY
Bruce E. McCrea
CRD#: 874087
100 Mallard Creek Rd, Suite 402, Louisville, KY 40207

Bruce McCrea (CRD# 874087) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 44 years of experience in the finance industry.

3
Bryan McCrea, financial advisor Louisville KY
Bryan S. McCrea
CRD#: 5830009
100 Mallard Creek Rd, Suite 402, Louisville, KY 40207

Bryan McCrea (CRD# 5830009) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 13 years of experience in the finance industry.

4
Christopher McCrea, financial advisor Louisville KY
Christopher R. McCrea
CRD#: 5830477
100 Mallard Creek Rd, Suite 402, Louisville, KY 40207

Christopher McCrea (CRD# 5830477) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 13 years of experience in the finance industry.

5
Thomas Falkner, financial advisor Louisville KY
Thomas C. Falkner
CRD#: 6962277
100 Mallard Creek Rd, Suite 402, Louisville, KY 40207

Thomas Falkner (CRD# 6962277) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 3 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals