Be advised. This firm is no longer registered.

Legacy Wealth Advisors, LLC

Legacy Wealth Advisors, LLC (CRD# 159646) is a financial advisory firm headquartered in Tucker, GA. They manage $1,582,368 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4317 Lavista Road, Tucker, GA 30084
http://www.legacygps.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $65,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 Wealth Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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