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).

By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    1,454
    ACCOUNTS
  • Average Account Value
    $288,600
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
The map below shows states where this firm has explicit registration only.

NE, OK, TX

Financial Advisors at The Legacy Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James B. Killingsworth
CRD#: 6054998
2508 E 21st Street, 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 11 years of experience in the finance industry.

2
Kevin K. King
CRD#: 4498340
2508 E 21st Street, 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 22 years of experience in the finance industry.

3
Jacilyn B. Inman
CRD#: 7487780
2508 E 21st Street, Tulsa, OK 74114

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.

4
Keegan B. King
CRD#: 7147066
2508 E 21st Street, Tulsa, OK 74114

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.

5
Zachery P. Rearrick
CRD#: 7712830
2508 E 21st Street, Tulsa, OK 74114

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.

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