Unclaimed Profile

Brenda Elizabeth Black

LEGACY INVESTMENT PARTNERS, LLC·OVERLAND PARK, Kansas

Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record26 years registeredLEGACY INVESTMENT PARTNERS, LLC

6240 WEST 135TH STREET, OVERLAND PARK, KS 66223CRD# 2550558Firm CRD# 133014

Profile Verification

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

Identity

Brenda Elizabeth Black · OVERLAND PARK, KS

Registration

CRD #2550558 · LEGACY INVESTMENT PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

LEGACY INVESTMENT PARTNERS, LLC

Jan 2016 – present

LEGACY INVESTMENT PARTNERS, LLC

Oct 2004 – Dec 2015

LEAWOOD, KS

PRIMEVEST FINANCIAL SERVICES, INC.

Sep 2003 – Apr 2004

OVERLAND PARK, KS

WACHOVIA SECURITIES, LLC

Jul 2000 – Sep 2003

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 24, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY INVESTMENT PARTNERS, LLC

CRD 133014 · SEC 801-63567

AUM

$277M

Regulatory assets under management

Employees

349 client accounts

Services offered by LEGACY INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brenda Elizabeth Black offer?

Brenda Elizabeth Black specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Brenda Elizabeth Black's credentials?

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

Where is Brenda Elizabeth Black located?

Brenda Elizabeth Black is based in OVERLAND PARK, Kansas, working with LEGACY INVESTMENT PARTNERS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Brenda Elizabeth Black charge for services?

Brenda Elizabeth 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 INVESTMENT PARTNERS, LLC?

LEGACY INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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