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
By the Numbers
-
Total Assets Under Management69MILLION
-
Total Number of Accounts250ACCOUNTS
-
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

Registered Investment Advisor
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
1
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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