Unclaimed Profile

Joanne C Dwyer

LEGACY FINANCIAL SERVICES, LLC·KENNESAW, Georgia

Series 65Clean record19 years registeredLEGACY FINANCIAL SERVICES, LLC

1301 SHILOH ROAD NW, SUITE 330, KENNESAW, GA 30144-7186CRD# 5260270Firm CRD# 142508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanne C Dwyer · KENNESAW, GA

Registration

CRD #5260270 · LEGACY FINANCIAL SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY FINANCIAL SERVICES, LLC

LEGACY FINANCIAL SERVICES, LLC

Feb 2007 – Jun 2021

KENNESAW, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL SERVICES, LLC

CRD 142508 · SEC 801-67392

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LEGACY FINANCIAL SERVICES, LLC

Per Form ADV

Selection of other advisers

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Introduction

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Frequently Asked Questions

What services does Joanne C Dwyer offer?

Joanne C Dwyer specializes in Wealth Management.

What are Joanne C Dwyer's credentials?

Joanne C Dwyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanne C Dwyer located?

Joanne C Dwyer is based in KENNESAW, Georgia, last registered with LEGACY FINANCIAL SERVICES, LLC.

How does Joanne C Dwyer charge for services?

Joanne C Dwyer's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL SERVICES, LLC?

LEGACY FINANCIAL SERVICES, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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