The Legacy Financial Group, Inc.
The Legacy Financial Group, Inc. (CRD# 135059) is a financial advisory firm headquartered in Tulsa, OK. They manage $419,623,678 in 1,454 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management420MILLION
-
Total Number of Accounts1,454ACCOUNTS
-
Average Account Value$288,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NE, OK, TX
James Killingsworth (CRD# 6054998) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 11 years of experience in the finance industry.
Kevin King (CRD# 4498340) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 22 years of experience in the finance industry.
Jacilyn Inman (CRD# 7487780) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 2 years of experience in the finance industry.
Keegan King (CRD# 7147066) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 4 years of experience in the finance industry.
Zachery Rearrick (CRD# 7712830) 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.