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Financial ADVSR advisor directory · SEC adviser records

Legacy Advisory Services, LLC financial advisors

Every SEC-registered investment adviser representative at Legacy Advisory Services, LLC, by the state and city of the office they work from.

3 registered advisors work at Legacy Advisory Services, LLC, in 1 state and 1 city; the most are in Exton, PA (3). 1 list the CFP designation and 2 are also registered broker representatives.

Search every Legacy Advisory Services, LLC advisor by name →Who joined and left Legacy Advisory Services, LLC →Legacy Advisory Services, LLC: assets, clients and custodians →

Cities with the most Legacy Advisory Services, LLC advisors

Exton, PA 3

Legacy Advisory Services, LLC advisors by state

Legacy Advisory Services, LLC in Pennsylvania 3

Exton 3

Questions

How many financial advisors does Legacy Advisory Services, LLC have?

3 investment adviser representatives are registered with Legacy Advisory Services, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 2 are also registered as broker representatives.

Where does Legacy Advisory Services, LLC have the most advisors?

Exton, PA, with 3 registered advisors. By state, Pennsylvania has the most, with 3.

How do I find a Legacy Advisory Services, LLC financial advisor near me?

Pick your state below, then your city, to see every Legacy Advisory Services, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Legacy Advisory Services, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →