Legacy Wealth Advisors, Inc.

Legacy Wealth Advisors, Inc. (CRD# 114868) is a financial advisory firm headquartered in Waxahachie, TX. They manage $36,190,365 in 337 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $107,390
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
  • 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.

TX

Financial Advisors at Legacy Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Danny J. Frazell
CRD#: 1431523
2001 Bates Dr., Suite 100, Waxahachie, TX 75167
96
Wealthminder
score

Danny Frazell (CRD# 1431523) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 32 years of experience in the finance industry. Danny Frazell 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.

2
John D. Landrum
CRD#: 2424615
215 W. Franklin St., Suite 300, Waxahachie, TX 75165
93
Wealthminder
score

John Landrum (CRD# 2424615) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 24 years of experience in the finance industry.

3
Christopher J. Tucker
CRD#: 6609174
2001 Bates Dr., Suite 100, Waxahachie, TX 75167
89
Wealthminder
score

Christopher Tucker (CRD# 6609174) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 2 years of experience in the finance industry.

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