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Carolyn Marie Weeks

LEGACY FINANCIAL SERVICES GROUP, LLC·TRAVERSE CITY, Michigan
Unclaimed Profile
10691 EAST CARTER ROAD, TRAVERSE CITY, MI 49684CRD# 4699981Firm CRD# 140514
01

About

Carolyn Marie Weeks is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with LEGACY FINANCIAL SERVICES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY FINANCIAL SERVICES GROUP, INC.
LEGACY FINANCIAL SERVICES GROUP, INC.
AUM
$81M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LEGACY FINANCIAL SERVICES GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4699981
Firm CRD# 140514
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Marie Weeks offer?
Carolyn Marie Weeks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Carolyn Marie Weeks's credentials?
Carolyn Marie Weeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Marie Weeks located?
Carolyn Marie Weeks is based in TRAVERSE CITY, Michigan, working with LEGACY FINANCIAL SERVICES GROUP, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Carolyn Marie Weeks charge for services?
Carolyn Marie Weeks's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL SERVICES GROUP, LLC?
LEGACY FINANCIAL SERVICES GROUP, LLC has approximately 2 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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