The Legacy Financial Group, Inc.

The Legacy Financial Group, Inc. (CRD# 135059) is a financial advisory firm headquartered in Tulsa, OK. They manage $266,000,000 in 1,564 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    1,564
    ACCOUNTS
  • Average Account Value
    $170,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

AR, CA, KS, MO, OK, TX

Financial Advisors at The Legacy Financial Group, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Eric D. Burkholder
CRD#: 6013679
Tulsa, OK 74114

Eric Burkholder (CRD# 6013679) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 8 years of experience in the finance industry.

2
Randall J. Cloud
CRD#: 4498341
Tulsa, OK 74137

Randall Cloud (CRD# 4498341) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 19 years of experience in the finance industry.

3
Kurtis R. Eaton
CRD#: 7091005
Tulsa, OK 74137

Kurtis Eaton (CRD# 7091005) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

4
Matthew J. Henry
CRD#: 6954309
Tulsa, OK 74114

Matthew Henry (CRD# 6954309) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has 1 year of experience in the finance industry.

5
James B. Killingsworth
CRD#: 6054998
Tulsa, OK 74114

James Killingsworth (CRD# 6054998) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 7 years of experience in the finance industry. James Killingsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kendall W. King
CRD#: 4449600
Oklahoma City, OK 73131

Kendall King (CRD# 4449600) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Oklahoma City, OK and has over 17 years of experience in the finance industry. Kendall King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kevin K. King
CRD#: 4498340
Tulsa, OK 74114

Kevin King (CRD# 4498340) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 18 years of experience in the finance industry.

8
Jeffrey L. Maxwell
CRD#: 4578335
Tulsa, OK 74137

Jeffrey Maxwell (CRD# 4578335) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 17 years of experience in the finance industry.

9
Mark R. Morley
CRD#: 3147517
Tulsa, OK 74137

Mark Morley (CRD# 3147517) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 20 years of experience in the finance industry. Mark Morley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Douglas K. Scott
CRD#: 2301806
Tulsa, OK 74137

Douglas Scott (CRD# 2301806) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 10 years of experience in the finance industry.

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