The Financial Legacy Group

The Financial Legacy Group (CRD# 287632) is a financial advisory firm headquartered in Charlotte, NC. They manage $34,350,000 in 225 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
120 Greenwich Road, Charlotte, NC 28211
http://www.thefinanciallegacygroup.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $152,667
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
120 Greenwich Road, Charlotte, NC 28211

Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at The Financial Legacy Group in Charlotte, NC and has over 20 years 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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