Unclaimed Profile

Robert Gerald Black

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia

SIE, Series 6, Series 26, Series 63, Series 65Clean record23 years registeredLEGACY PLANNING ADVISORS, LLC

5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 2259459Firm CRD# 121289

Profile Verification

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

Identity

Robert Gerald Black · SUWANEE, GA

Registration

CRD #2259459 · LEGACY PLANNING ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LEGACY PLANNING ADVISORS, LLC

Dec 2024 – present

LEGACY PLANNING ADVISORS, LLC

May 2004 – Dec 2023

SUWANEE, GA

YEOMANS & BLACK CONSULTING, INC.

May 2003 – May 2004

MARIETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · May 29, 2003

Years registered · 23

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 Robert Gerald Black offer?

Robert Gerald Black specializes in Financial Planning, Investment Management. Contact their office in SUWANEE, Georgia for a consultation.

What are Robert Gerald Black's credentials?

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

Where is Robert Gerald Black located?

Robert Gerald Black is based in SUWANEE, Georgia, working with LEGACY PLANNING ADVISORS, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.

How does Robert Gerald Black charge for services?

Robert Gerald 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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