Legacy Investment Group, LLC

Legacy Investment Group, LLC (CRD# 150281) is a financial advisory firm headquartered in Canton, OH. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

FL, OH

Financial Advisors at Legacy Investment Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Randal C. Bailey
CRD#: 1854651
4067 Whipple Ave Nw, Suite A, Canton, OH 44718
93
Wealthminder
score

Randal Bailey (CRD# 1854651) is an Investment Advisor Representative working at Legacy Investment Group, LLC in Canton, OH and has over 29 years of experience in the finance industry.

2
Robert F. Stalnaker
CRD#: 5613333
Akron, OH
93
Wealthminder
score

Robert Stalnaker (CRD# 5613333) is an Investment Advisor Representative working at Legacy Investment Group, LLC in Akron, OH and has over 9 years of experience in the finance industry.

3
Margaret A. Frease
CRD#: 5949558
4067 Whipple Ave Nw, Suite A, Canton, OH 44718
90
Wealthminder
score

Margaret Frease (CRD# 5949558) is an Investment Advisor Representative working at Legacy Investment Group, LLC in Canton, OH and has over 6 years of experience in the finance industry.

4
Thomas M. Minnick
CRD#: 6306548
4067 Whipple Ave Nw, Suite A, Canton, OH 44718
89
Wealthminder
score

Thomas Minnick (CRD# 6306548) is an Investment Advisor Representative working at Legacy Investment Group, LLC in Canton, OH and has over 3 years of experience in the finance industry.

5
Steven T. Williamson
CRD#: 5096209
4067 Whipple Ave Nw, Suite A, Canton, OH 44718
83
Wealthminder
score

Steven Williamson (CRD# 5096209) is an Investment Advisor Representative working at Legacy Investment Group, LLC in Canton, OH and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.