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Financial ADVSR advisor directory · SEC adviser records

Legacy Planning Advisors, LLC financial advisors

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

5 registered advisors work at Legacy Planning Advisors, LLC, in 1 state and 1 city; the most are in Suwanee, GA (5). 3 list the CFP designation and 5 are also registered broker representatives.

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

Cities with the most Legacy Planning Advisors, LLC advisors

Suwanee, GA 5

Legacy Planning Advisors, LLC advisors by state

Legacy Planning Advisors, LLC in Georgia 5

Suwanee 5

Questions

How many financial advisors does Legacy Planning Advisors, LLC have?

5 investment adviser representatives are registered with Legacy Planning Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 5 are also registered as broker representatives.

Where does Legacy Planning Advisors, LLC have the most advisors?

Suwanee, GA, with 5 registered advisors. By state, Georgia has the most, with 5.

How do I find a Legacy Planning Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Legacy Planning Advisors, 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 Planning Advisors, 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 →