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Financial ADVSR advisor directory · SEC adviser records

Legacy Consulting Group financial advisors in Plano, TX

Every SEC-registered investment adviser representative at a Legacy Consulting Group office in Plano, A to Z.

4 registered advisors work at Legacy Consulting Group in Plano, out of 4 at the firm nationwide; it ranks number 43 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Legacy Consulting Group advisors in Plano, A to Z

Every Legacy Consulting Group advisor →

Legacy Consulting Group advisors in every city and state →Legacy Consulting Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

How many financial advisors does Legacy Consulting Group have in Plano?

4 investment adviser representatives are registered at Legacy Consulting Group offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Legacy Consulting Group one of the largest advisor employers in Plano?

Legacy Consulting Group ranks number 43 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

How do I check a Legacy Consulting Group advisor in Plano?

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 Consulting Group 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.