New Legacy Financial Group, LLC

New Legacy Financial Group, LLC (CRD# 151155) is a financial advisory firm headquartered in Smithville, OH. They manage $46,808,068 in 251 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
133 S. Milton Street, Unit C, Smithville, OH 44677
http://www.newlegacyfinancial.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $186,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at New Legacy Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Burkholder, financial advisor Smithville OH
Jason D. Burkholder
CRD#: 5537497
133 S. Milton Street, Unit C, Smithville, OH 44677

Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry.

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.

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