Legacy Investment Strategies, LLC

Legacy Investment Strategies, LLC (CRD# 117423) is a financial advisory firm headquartered in Metairie, LA. They manage $78,634,794 in 345 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3445 N Causeway Blvd, Suite 905, Metairie, LA 70002
https://www.facebook.com/legacyinvestmentstrategies/
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $227,927
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MD, TX

Financial Advisors at Legacy Investment Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David Collins, financial advisor Metairie LA
David M. Collins
CRD#: 2426858
3445 N Causeway Blvd, Suite 905, Metairie, LA 70002

David Collins (CRD# 2426858) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Metairie, LA and has over 29 years of experience in the finance industry.

2
Marc Derouen, financial advisor Baton Rouge LA
Marc R. Derouen
CRD#: 4126320
11021 Perkins Rd. Suite B, Baton Rouge, LA 70810

Marc Derouen (CRD# 4126320) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Baton Rouge, LA and has over 23 years of experience in the finance industry.

3
James Olsen, financial advisor Metairie LA
James W. Olsen
CRD#: 857594
3445 N Causeway Blvd, Suite 905, Metairie, LA 70002

James Olsen (CRD# 857594) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Metairie, LA and has over 40 years of experience in the finance industry.

4
Chad Tusa, financial advisor Metairie LA
Chad M. Tusa
CRD#: 4524325
3445 N Causeway Blvd, Suite 905, Metairie, LA 70002

Chad Tusa (CRD# 4524325) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Metairie, LA and has over 21 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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