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Laura Lee Branum

LEGACY FINANCIAL ADVISORS, INC.·COVINGTON, Kentucky
SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 99TOClean recordLEGACY FINANCIAL ADVISORS, INC.
117 EAST FOURTH STREET, COVINGTON, KY 41011CRD# 2581953Firm CRD# 158675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laura Lee Branum · COVINGTON, KY
Registration
CRD #2581953 · LEGACY FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LEGACY FINANCIAL ADVISORS, INC.
CRD 158675 · SEC 801-72637
AUM
$1.1B
Regulatory assets under management
Employees
17
4,401 client accounts
Services offered by LEGACY FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEGACY FINANCIAL ADVISORS, INC. →
Introduction

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04

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 at LEGACY FINANCIAL ADVISORS, INC.

Adrian Michael Schau
COVINGTON, KY
Michael Joseph Maisel
COVINGTON, KY
Paul Anthony Sartori
COVINGTON, KY
Peter Trent Lucas
COVINGTON, KY
Robert Justin Kuhnhein
COVINGTON, KY

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