Unclaimed Profile

Bruce Edward Mccrea

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC·LOUISVILLE, Kentucky

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 15, Series 24, Series 63, Series 65, Series 99TOClean record26 years registeredLEGACY 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 · 26 years registered

Brand Profile

Not yet started

Career History

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Jan 2023 – present

FIRST KENTUCKY SECURITIES CORP

Jan 2013 – Jan 2023

LOUISVILLE, KY

FIRST KENTUCKY SECURITIES CORP

Oct 2005 – Dec 2012

LOUISVILLE, KY

WACHOVIA SECURITIES, LLC

Jul 2003 – Aug 2005

LOUISVILLE, KY

PRUDENTIAL SECURITIES INCORPORATED

May 2000 – Jul 2003

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 15

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · May 19, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CRD 324258 · SEC 801-127031

AUM

$428M

Regulatory assets under management

Employees

2,296 client accounts

Services offered by LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY FINANCIAL INDEPENDENT ADVISORS LLC →

Introduction

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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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