Legacy One Wealth Management

Legacy One Wealth Management (CRD# 284863) is a financial advisory firm headquartered in , . They manage $2,500,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

NC

Financial Advisors at Legacy One Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert Brafford, financial advisor Jamestown NC
Robert W. Brafford
CRD#: 6003277
Jamestown, NC

Robert Brafford (CRD# 6003277) is an Investment Advisor Representative working at Legacy One Wealth Management in Jamestown, NC and has over 12 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals