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Robert Gerald Black

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia
Unclaimed Profile
5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 2259459Firm CRD# 121289
01

About

Robert Gerald Black is a registered financial advisor based in SUWANEE, Georgia, affiliated with LEGACY PLANNING ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY PLANNING ADVISORS, LLC
LEGACY PLANNING ADVISORS, LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEGACY PLANNING ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2259459
Firm CRD# 121289
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SUWANEE
Dewitt Thompson Weaver — WEAVER CAPITAL MANAGEMENT, LLCJohn Thomas Spicknall — CAPITAL RESEARCH ADVISORS, LLCJohn William Castleberry — WEAVER CAPITAL MANAGEMENT, LLCCamille Calhoun Black — LEGACY PLANNING ADVISORS, LLCKenneth Dwain Graves — CAPITAL RESEARCH ADVISORS, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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