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Derek Edward Weeks

LEGACY FINANCIAL SERVICES GROUP, LLC·TRAVERSE CITY, Michigan
Clean recordLEGACY FINANCIAL SERVICES GROUP, LLC
10691 EAST CARTER ROAD, TRAVERSE CITY, MI 49684CRD# 2502350Firm CRD# 140514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Edward Weeks · TRAVERSE CITY, MI
Registration
CRD #2502350 · LEGACY FINANCIAL SERVICES GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Derek Edward 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
Introduction

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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# 2502350
Firm CRD# 140514
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Edward Weeks offer?
Derek Edward Weeks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Derek Edward Weeks's credentials?
Derek Edward Weeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Edward Weeks located?
Derek Edward 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 Derek Edward Weeks charge for services?
Derek Edward 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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Other Advisors at LEGACY FINANCIAL SERVICES GROUP, LLC

Carolyn Marie Weeks
TRAVERSE CITY, MI

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