The Legacy Group, Ltd.

The Legacy Group, Ltd. (CRD# 120972) is a financial advisory firm headquartered in Salem, OR. They manage $54,974,404 in 125 accounts and 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

55

MILLION
Total Number of Accounts

125

ACCOUNTS
Average Account Value

$439,795

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at The Legacy Group, Ltd.

Showing 1 - 2 of 2 top financial advisors.

Ronald W. Leblanc

CRD#: 1137425

1193 Liberty St., Se, Suite 100, Salem, OR 97302

Ronald Leblanc (CRD# 1137425) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 39 years of experience in the finance industry.

Walter R. Sagner

CRD#: 2980131

1193 Liberty St. Se, Suite 100, Salem, OR 97302

Walter Sagner (CRD# 2980131) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 25 years of experience in the finance industry.

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.

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