Legacy Financial, Ltd

Legacy Financial, Ltd (CRD# 284437) is a financial advisory firm headquartered in , . They manage $11,300,000 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.legacyfinancialltd.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $97,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

CO

Financial Advisors at Legacy Financial, Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Derek Serlet, financial advisor Denver CO
Derek M. Serlet
CRD#: 6033918
Denver, CO

Derek Serlet (CRD# 6033918) is an Investment Advisor Representative working at Legacy Financial, Ltd in Denver, CO and has over 12 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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