Legacy Wealth Advisors, Inc.
Legacy Wealth Advisors, Inc. (CRD# 114868) is a financial advisory firm headquartered in Waxahachie, TX. They manage $42,229,580 in 369 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Wealth Advisors, Inc.
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts369ACCOUNTS
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Average Account Value$114,443
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Legacy Wealth Advisors, Inc.
1
Danny Frazell (CRD# 1431523) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 38 years of experience in the finance industry.
2
Christopher Tucker (CRD# 6609174) is an Investment Advisor Representative working at Legacy Wealth Advisors, Inc. in Waxahachie, TX and has over 8 years of experience in the finance industry.
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