Unclaimed Profile

Bryan Sean Mccrea

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 63, Series 65, Series 99TOClean record13 years registeredLEGACY FINANCIAL INDEPENDENT ADVISORS LLC

414 BAXTER AVENUE, LOUISVILLE, KY 40204CRD# 5830009Firm CRD# 324258

Profile Verification

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

Identity

Bryan Sean Mccrea · LOUISVILLE, KY

Registration

CRD #5830009 · LEGACY FINANCIAL INDEPENDENT ADVISORS LLC · 13 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

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · January 2, 2013

Years registered · 13

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 Bryan Sean Mccrea offer?

Bryan Sean Mccrea specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Bryan Sean Mccrea's credentials?

Bryan Sean Mccrea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Sean Mccrea located?

Bryan Sean 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 Bryan Sean Mccrea charge for services?

Bryan Sean 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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