Be advised. This firm is no longer registered.

Morgan Legacy Group, Inc.

Morgan Legacy Group, Inc. (CRD# 172262) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Morgan Legacy Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Charles R. Morgan
CRD#: 1906673
Frisco, TX

Charles Morgan (CRD# 1906673) is an Investment Advisor Representative working at Morgan Legacy Group, Inc. in Frisco, TX and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.