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Financial ADVSR advisor directory · SEC adviser records

Legacy Financial Advisors financial advisors in Maryland

Every SEC-registered investment adviser representative at a Legacy Financial Advisors office in Maryland, by city and A to Z.

The short answer

4 registered advisors work at Legacy Financial Advisors in Maryland, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Towson (3). 0 list the CFP designation and 1 are also registered broker representatives.

Legacy Financial Advisors advisors by city in Maryland

Every firm in Maryland →

Towson 3Reisterstown 1

Legacy Financial Advisors advisors in Maryland, A to Z

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Questions

How many Legacy Financial Advisors financial advisors are in Maryland?

4 investment adviser representatives are registered at Legacy Financial Advisors offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in Maryland does Legacy Financial Advisors have the most advisors?

Towson, with 3, then Reisterstown (1). Legacy Financial Advisors has advisors in 2 cities in Maryland.

How do I check a Legacy Financial Advisors advisor in Maryland?

Each advisor below 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. Advisors are listed at the city of the Legacy Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.