The Legacy Group, Ltd.

The Legacy Group, Ltd. (CRD# 120972) is a financial advisory firm headquartered in Salem, OR. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1193 Liberty St., Se, Suite 100, Salem, OR 97302
http://thelegacygroup.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

OR

Financial Advisors at The Legacy Group, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Walter Sagner, financial advisor Salem OR
Walter R. Sagner
CRD#: 2980131
1193 Liberty St. Se, Suite 100, Salem, OR 97302
96
Wealthminder
score

Walter Sagner (CRD# 2980131) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 18 years of experience in the finance industry. Walter Sagner 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.

2
Ronald Leblanc, financial advisor Salem OR
Ronald W. Leblanc
CRD#: 1137425
1193 Liberty St., Se, Suite 100, Salem, OR 97302
84
Wealthminder
score

Ronald Leblanc (CRD# 1137425) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 33 years of experience in the finance industry. Ronald Leblanc 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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