Unclaimed Profile

Camille Calhoun Black

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia

SIE, Series 7, Series 24, Series 53, Series 66Clean record14 years registeredLEGACY PLANNING ADVISORS, LLC

5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 3056949Firm CRD# 121289

Profile Verification

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

Identity

Camille Calhoun Black · SUWANEE, GA

Registration

CRD #3056949 · LEGACY PLANNING ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY PLANNING ADVISORS, LLC

LEGACY PLANNING ADVISORS, LLC

Jul 2012 – Jan 2023

SUWANEE, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · July 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY PLANNING ADVISORS, LLC

CRD 121289 · SEC 801-112270

AUM

$175M

Regulatory assets under management

Employees

664 client accounts

Services offered by LEGACY PLANNING ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEGACY PLANNING ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Camille Calhoun Black offer?

Camille Calhoun Black specializes in Financial Planning, Investment Management.

What are Camille Calhoun Black's credentials?

Camille Calhoun Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Camille Calhoun Black located?

Camille Calhoun Black is based in SUWANEE, Georgia, last registered with LEGACY PLANNING ADVISORS, LLC.

How does Camille Calhoun Black charge for services?

Camille Calhoun Black's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY PLANNING ADVISORS, LLC?

LEGACY PLANNING ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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