Unclaimed Profile

Robert Gerald Black

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia

Clean recordLEGACY 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEGACY PLANNING ADVISORS, LLC

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY PLANNING ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2259459

Firm CRD# 121289

View on FINRA BrokerCheck →

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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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