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Financial ADVSR advisor directory · SEC adviser records

Legacy Planning Advisors, LLC financial advisors in Georgia

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

The short answer

5 registered advisors work at Legacy Planning Advisors, LLC in Georgia, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Suwanee (5). 3 list the CFP designation and 5 are also registered broker representatives.

Legacy Planning Advisors, LLC advisors by city in Georgia

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Suwanee 5

Legacy Planning Advisors, LLC advisors in Georgia, A to Z

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Questions

How many Legacy Planning Advisors, LLC financial advisors are in Georgia?

5 investment adviser representatives are registered at Legacy Planning Advisors, LLC offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

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

Suwanee, with 5. Legacy Planning Advisors, LLC has advisors in 1 city in Georgia.

How do I check a Legacy Planning Advisors, LLC advisor in Georgia?

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 Planning Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.