Legacy Financial

Legacy Financial (CRD# 153236) is a financial advisory firm headquartered in Strasburg, VA. They manage $1,850,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $33,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

VA

Financial Advisors at Legacy Financial
Showing 1 - 1 of 1 top financial advisors.
1
Steven A. Schetrom
CRD#: 5534326
Strasburg, VA
93
Wealthminder
score

Steven Schetrom (CRD# 5534326) is an Investment Advisor Representative working at Legacy Financial in Strasburg, VA and has over 8 years of experience in the finance industry.

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