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Laura Lee Branum

LEGACY FINANCIAL ADVISORS, INC.·COVINGTON, Kentucky
Unclaimed Profile
117 EAST FOURTH STREET, COVINGTON, KY 41011CRD# 2581953Firm CRD# 158675
01

About

Laura Lee Branum is a registered financial advisor based in COVINGTON, Kentucky, affiliated with LEGACY FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY FINANCIAL ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, INC.
AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LEGACY FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2581953
Firm CRD# 158675
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laura Lee Branum offer?
Laura Lee Branum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.
What are Laura Lee Branum's credentials?
Laura Lee Branum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Lee Branum located?
Laura Lee Branum is based in COVINGTON, Kentucky, working with LEGACY FINANCIAL ADVISORS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Laura Lee Branum charge for services?
Laura Lee Branum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL ADVISORS, INC.?
LEGACY FINANCIAL ADVISORS, INC. has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COVINGTON
Robin Minto Lang — JOURNEY ADVISORY GROUP, LLCTerrence Michael Veith — EGATEWAY CAPITAL, LLCDavid Lee Harris — MCF ADVISORS, LLCRobert Bruce Sathe — MCF ADVISORS, LLCMichael James Dutton — EGATEWAY CAPITAL, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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