Legacy Partners Financial Group, LLC
Legacy Partners Financial Group, LLC (CRD# 137025) is a financial advisory firm headquartered in Woodstock, GA. They manage $81,000,000 in 320 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Partners Financial Group, LLC
By the Numbers
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Total Assets Under Management81MILLION
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Total Number of Accounts320ACCOUNTS
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Average Account Value$253,125
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Legacy Partners Financial Group, LLC
1
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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