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).

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 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 17 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 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 32 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.

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