AdvisorOS Directory
Claim Profile
Unclaimed Profile
CM

Christopher Robert Mccrea

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC·LOUISVILLE, Kentucky
SIE, Series 7, Series 66, Series 99TOCFPClean record15 years registeredLEGACY FINANCIAL INDEPENDENT ADVISORS LLC
414 BAXTER AVENUE, LOUISVILLE, KY 40204CRD# 5830477Firm CRD# 324258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Robert Mccrea · LOUISVILLE, KY
Registration
CRD #5830477 · LEGACY FINANCIAL INDEPENDENT ADVISORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Jan 2023 – present
FIRST KENTUCKY SECURITIES CORP
Jan 2013 – Jan 2023
LOUISVILLE, KY
FIRST KENTUCKY SECURITIES CORP
Nov 2010 – Dec 2012
LOUISVILLE, KY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 99TO
Registration record
First registered · November 12, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
CRD 324258 · SEC 801-127031
AUM
$428M
Regulatory assets under management
Employees
9
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

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Browse LOUISVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Robert Mccrea offer?
Christopher Robert Mccrea specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Christopher Robert Mccrea's credentials?
Christopher Robert Mccrea holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Robert Mccrea located?
Christopher Robert 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 Christopher Robert Mccrea charge for services?
Christopher Robert 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Bryan Sean Mccrea
LOUISVILLE, KY
Bruce Edward Mccrea
LOUISVILLE, KY

More Advisors in LOUISVILLE, Kentucky

Joshua Stephen Jevne
HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, KY
Mary Linder Herrmann
HARVEY INVESTMENT COMPANY, LLC·LOUISVILLE, KY
Jennifer Ellen Dobbins
SACHS INVESTMENT GROUP, LLC·LOUISVILLE, KY
John Edmund Unger Steinbock
DYNAMIC MARKET ADVANTAGE, LLC·LOUISVILLE, KY
Steven Joseph Giacobbe
ACCREDITED WEALTH MANAGEMENT LLC·LOUISVILLE, KY
Charles Joseph Jr. Cutsinger
J.J.B. HILLIARD, W.L. LYONS, LLC·LOUISVILLE, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LEXINGTON (67)COVINGTON (41)BOWLING GREEN (5)FT. WRIGHT (5)FT. MITCHELL (3)WADDY (3)PROSPECT (3)ELIZABETHTOWN (3)NICHOLASVILLE (2)RICHMOND (2)
City Guides
LEXINGTON GuideCOVINGTON GuideBOWLING GREEN GuideFT. WRIGHT GuideFT. MITCHELL Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Request removal of this profile