Unclaimed Profile

Brian Joseph Hood

LEGACY FINANCIAL GROUP, LLC·DES MOINES, Iowa

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOCFPClean record27 years registeredLEGACY FINANCIAL GROUP, LLC

6000 GRAND AVENUE, DES MOINES, IA 50312CRD# 1787301Firm CRD# 154927

Profile Verification

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

Identity

Brian Joseph Hood · DES MOINES, IA

Registration

CRD #1787301 · LEGACY FINANCIAL GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

LEGACY FINANCIAL GROUP

Sep 2010 – present

LEGACY PLANNING GROUP

May 2003 – Dec 2005

DES MOINES, IA

LPL FINANCIAL LLC

Jan 1999 – May 2014

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL GROUP, LLC

CRD 154927 · SEC 801-79803

AUM

$726M

Regulatory assets under management

Employees

3,807 client accounts

Services offered by LEGACY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

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 FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Joseph Hood offer?

Brian Joseph Hood specializes in Financial Planning, Investment Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Brian Joseph Hood's credentials?

Brian Joseph Hood holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Joseph Hood located?

Brian Joseph Hood is based in DES MOINES, Iowa, working with LEGACY FINANCIAL GROUP, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Brian Joseph Hood charge for services?

Brian Joseph Hood's firm is compensated through percentage of aum, hourly charges, other: financial education program fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL GROUP, LLC?

LEGACY FINANCIAL GROUP, LLC has approximately 18 employees and manages $726M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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