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).

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 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.

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