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Financial ADVSR advisor directory · SEC adviser records

Legacy Planning Advisors, LLC financial advisors in Suwanee, GA

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

5 registered advisors work at Legacy Planning Advisors, LLC in Suwanee, out of 5 at the firm nationwide; it ranks number 7 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.

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

Every Legacy Planning Advisors, LLC advisor →

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Other firms in Suwanee

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Ameriprise Financial Services, LLC 10Cetera Investment Advisers LLC 6J.P. Morgan Securities LLC 6LPL Financial LLC 6Osaic Wealth, Inc. 6The Lloyd Advisory Group 6Pfs Investments Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4State Farm Investment Management Corp. 4Wells Fargo Clearing Services, LLC 4Raymond James Financial Services Advisors, Inc. 3Strategic Advisers LLC 3

Questions

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

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

Is Legacy Planning Advisors, LLC one of the largest advisor employers in Suwanee?

Legacy Planning Advisors, LLC ranks number 7 in Suwanee by registered advisors; Ameriprise Financial Services, LLC has the most, with 10.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.