Financial ADVSR advisor directory · SEC adviser records
Legacy Financial Independent Advisors LLC financial advisors in Louisville, KY
Every SEC-registered investment adviser representative at a Legacy Financial Independent Advisors LLC office in Louisville, A to Z.
The short answer
6 registered advisors work at Legacy Financial Independent Advisors LLC in Louisville, out of 6 at the firm nationwide; it ranks number 39 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Legacy Financial Independent Advisors LLC advisors in Louisville, A to Z
Every Legacy Financial Independent Advisors LLC advisor →- Sheree L. BollingerInvestment adviser rep
- Thomas C. FalknerCertified Financial Planner
- Zachary A. GutermuthInvestment adviser rep
- Bruce E. McCreaInvestment adviser rep
- Bryan S. McCreaInvestment adviser rep
- Christopher R. McCreaCertified Financial Planner
Legacy Financial Independent Advisors LLC advisors in every city and state →Legacy Financial Independent Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Louisville
All Louisville advisors →Robert W. Baird & Co. Incorporated 146Morgan Stanley 81Raymond James & Associates, Inc. 53Cerity Partners LLC 48Ameriprise Financial Services, LLC 47LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 28State Farm Investment Management Corp. 28Private Client Services, LLC 26
Questions
How many financial advisors does Legacy Financial Independent Advisors LLC have in Louisville?
6 investment adviser representatives are registered at Legacy Financial Independent Advisors LLC offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Legacy Financial Independent Advisors LLC one of the largest advisor employers in Louisville?
Legacy Financial Independent Advisors LLC ranks number 39 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 146.
How do I check a Legacy Financial Independent Advisors LLC advisor in Louisville?
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 Independent 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.