Legacy Partners Financial Group, LLC
Legacy Partners Financial Group, LLC (CRD# 137025) is a financial advisory firm headquartered in Woodstock, GA. They manage $24,000,000 in 154 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts154ACCOUNTS
Average Account Value$155,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Henry Baker (CRD# 4547800) is an Investment Advisor Representative working at Legacy Partners Financial Group, LLC in Woodstock, GA and has over 15 years of experience in the finance industry.
Jason Flurry (CRD# 2515118) is an Investment Advisor Representative working at Legacy Partners Financial Group, LLC in Woodstock, GA and has over 23 years of experience in the finance industry. Jason Flurry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.