Legacy Group

Legacy Group (CRD# 134797) is a financial advisory firm headquartered in Tyler, TX. They manage $22,856,919 in 171 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $133,666
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

LA, TX

Financial Advisors at Legacy Group
Showing 1 - 1 of 1 top financial advisors.
1
Michael W. Evans
CRD#: 1014182
909 East Se Loop 323, Suite 210, Tyler, TX 75701
103
Wealthminder
score

Michael Evans (CRD# 1014182) is a Registered Investment Advisor working at Legacy Group in Tyler, TX and has 35 years of experience in the finance industry. Michael Evans has taken additional exams to become a Certified Financial Planner (CFP®).  CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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