Sovereign Legacy, Inc.

Sovereign Legacy, Inc. (CRD# 155976) is a financial advisory firm headquartered in , . They manage $20,500,000 in 165 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $124,242
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
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.

CA, CO, FL, GA, IA, ID, IN, KS, MN, NC, NM, NY, OH, TN, TX, UT

Financial Advisors at Sovereign Legacy, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey J. Hovermale
CRD#: 2104629
Longwood, FL
93
Wealthminder
score

Jeffrey Hovermale (CRD# 2104629) is an Investment Advisor Representative working at Sovereign Legacy, Inc. in Longwood, FL and has over 18 years of experience in the finance industry.

2
Frank E. Pagan
CRD#: 2305449
Longwood, FL
81
Wealthminder
score

Frank Pagan (CRD# 2305449) is an Investment Advisor Representative working at Sovereign Legacy, Inc. in Longwood, FL and has over 18 years of experience in the finance industry.

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