Legacy Investment Strategies, LLC

Legacy Investment Strategies, LLC (CRD# 117423) is a financial advisory firm headquartered in Gretna, LA. They manage $78,634,794 in 345 accounts and serve the financial needs of clients across 2 states (or territories).

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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Legacy Investment Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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.

2
James W. Olsen
CRD#: 857594
1601 Belle Chasse Hwy, Suite 200, Gretna, LA 70056

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

3
Chad M. Tusa
CRD#: 4524325
1601 Belle Chasse Hwy, Suite 200, Gretna, LA 70056

Chad Tusa (CRD# 4524325) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Gretna, LA and has over 21 years of experience in the finance industry.

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