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Bruce Edward Mccrea

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC·LOUISVILLE, Kentucky
Clean recordLEGACY FINANCIAL INDEPENDENT ADVISORS LLC
414 BAXTER AVENUE, LOUISVILLE, KY 40204CRD# 874087Firm CRD# 324258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Edward Mccrea · LOUISVILLE, KY
Registration
CRD #874087 · LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bruce Edward Mccrea is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with LEGACY FINANCIAL INDEPENDENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
AUM
$428M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LEGACY FINANCIAL INDEPENDENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 874087
Firm CRD# 324258
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Edward Mccrea offer?
Bruce Edward Mccrea specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Bruce Edward Mccrea's credentials?
Bruce Edward Mccrea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Edward Mccrea located?
Bruce Edward Mccrea is based in LOUISVILLE, Kentucky, working with LEGACY FINANCIAL INDEPENDENT ADVISORS LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Bruce Edward Mccrea charge for services?
Bruce Edward Mccrea'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 FINANCIAL INDEPENDENT ADVISORS LLC?
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC has approximately 9 employees and manages $428M 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 INDEPENDENT ADVISORS LLC

Bryan Sean Mccrea
LOUISVILLE, KY
Christopher Robert Mccrea
LOUISVILLE, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
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Research
Advisor Fees in KentuckyNational Fee Analysis
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