Financial ADVSR advisor directory · SEC adviser records
Family Legacy, Inc. financial advisors in Greenville, SC
Every SEC-registered investment adviser representative at a Family Legacy, Inc. office in Greenville, A to Z.
The short answer
6 registered advisors work at Family Legacy, Inc. in Greenville, out of 6 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Family Legacy, Inc. advisors in Greenville, A to Z
Every Family Legacy, Inc. advisor →- Alyssa S. BookInvestment adviser rep
- Christopher A. BrownCertified Financial Planner, Personal Financial Specialist
- William W. BrownPersonal Financial Specialist
- Justin T. PhillipsInvestment adviser rep
- Andrew C. SladkyInvestment adviser rep
- Kristen R. SquiresInvestment adviser rep
Family Legacy, Inc. advisors in every city and state →Family Legacy, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Greenville
All Greenville advisors →Edward Jones 42Td Private Client Wealth LLC 39LPL Financial LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 25UBS Financial Services Inc. 23Ameriprise Financial Services, LLC 18Foster Victor 18Captrust 17Strategic Advisers LLC 17The Fiduciary Alliance 17
Questions
How many financial advisors does Family Legacy, Inc. have in Greenville?
6 investment adviser representatives are registered at Family Legacy, Inc. offices in Greenville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Family Legacy, Inc. one of the largest advisor employers in Greenville?
Family Legacy, Inc. ranks number 27 in Greenville by registered advisors; Edward Jones has the most, with 42.
How do I check a Family Legacy, Inc. advisor in Greenville?
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 Family Legacy, 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.