Legacy Partners Financial Group, LLC

Legacy Partners Financial Group, LLC (CRD# 137025) is a financial advisory firm headquartered in Woodstock, GA. They manage $28,000,000 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $155,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Legacy Partners Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Henry D. Baker
CRD#: 4547800
123 Mill Street, Woodstock, GA 30188
93
Wealthminder
score

Henry Baker (CRD# 4547800) is an Investment Advisor Representative working at Legacy Partners Financial Group, LLC in Woodstock, GA and has over 13 years of experience in the finance industry.

2
Jason P. Flurry
CRD#: 2515118
123 Mill Street, Woodstock, GA 30188
41
Wealthminder
score

Jason Flurry (CRD# 2515118) is an Investment Advisor Representative working at Legacy Partners Financial Group, LLC in Woodstock, GA and has over 22 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.

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