The Financial Legacy Group

The Financial Legacy Group (CRD# 287632) is a financial advisory firm headquartered in Charlotte, NC. They manage $69,000,000 in 250 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2108 South Blvd, Suite 109, Charlotte, NC 28203
http://www.thefinanciallegacygroup.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $276,000
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
  • Other
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.

NC, SC, TX

Financial Advisors at The Financial Legacy Group
Showing 1 - 1 of 1 top financial advisors.
1
Steven Abels, financial advisor Charlotte NC
Steven P. Abels
CRD#: 4205168
2108 South Blvd, Suite 109, Charlotte, NC 28203

Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at The Financial Legacy Group in Charlotte, NC and has over 22 years of experience in the finance industry.

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