Legacy Partners Financial Group, LLC

Legacy Partners Financial Group, LLC (CRD# 137025) is a financial advisory firm headquartered in Woodstock, GA. They manage $46,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $383,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Legacy Partners Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason P. Flurry
CRD#: 2515118
123 Mill Street, Woodstock, GA 30188

Jason Flurry (CRD# 2515118) is an Investment Advisor Representative working at Legacy Partners Financial Group, LLC in Woodstock, GA and has over 29 years of experience in the finance industry.

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