Financial ADVSR advisor directory · SEC adviser records
Legacy Financial Advisors, Inc. financial advisors in Covington, KY
Every SEC-registered investment adviser representative at a Legacy Financial Advisors, Inc. office in Covington, A to Z.
The short answer
8 registered advisors work at Legacy Financial Advisors, Inc. in Covington, out of 9 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Legacy Financial Advisors, Inc. advisors in Covington, A to Z
Every Legacy Financial Advisors, Inc. advisor →- Justin K. BrownCertified Financial Planner
- Mitchell J. LampertInvestment adviser rep
- Michael J. MaiselInvestment adviser rep
- Michael J. McWhinnieCertified Financial Planner
- Lars E. MeimanChartered Financial Analyst
- Seth H. SanbornCertified Financial Planner
- Paul A. SartoriInvestment adviser rep
- John M. Smith IVInvestment adviser rep
Legacy Financial Advisors, Inc. advisors in every city and state →Legacy Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Legacy Financial Advisors, Inc. advisors in other cities
Other firms in Covington
All Covington advisors →Strategic Advisers LLC 579Journey Advisory Group, LLC 10Renaissance Investment Management 6LPL Financial LLC 4Raymond James & Associates, Inc. 4Cwm, LLC 3M Holdings Securities, Inc. 3
Questions
How many financial advisors does Legacy Financial Advisors, Inc. have in Covington?
8 investment adviser representatives are registered at Legacy Financial Advisors, Inc. offices in Covington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Legacy Financial Advisors, Inc. one of the largest advisor employers in Covington?
Legacy Financial Advisors, Inc. ranks number 3 in Covington by registered advisors; Strategic Advisers LLC has the most, with 579.
How do I check a Legacy Financial Advisors, Inc. advisor in Covington?
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, Inc. 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.