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Financial ADVSR advisor directory · SEC adviser records

Legacy Consulting Group financial advisors

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

4 registered advisors work at Legacy Consulting Group, in 1 state and 1 city; the most are in Plano, TX (4). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Legacy Consulting Group advisor by name →Who joined and left Legacy Consulting Group →Legacy Consulting Group: assets, clients and custodians →

Cities with the most Legacy Consulting Group advisors

Plano, TX 4

Legacy Consulting Group advisors by state

Legacy Consulting Group in Texas 4

Plano 4

Questions

How many financial advisors does Legacy Consulting Group have?

4 investment adviser representatives are registered with Legacy Consulting Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Legacy Consulting Group have the most advisors?

Plano, TX, with 4 registered advisors. By state, Texas has the most, with 4.

How do I find a Legacy Consulting Group financial advisor near me?

Pick your state below, then your city, to see every Legacy Consulting Group 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 Consulting Group 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 →