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Elissa Kay Fagin Johnson

THE LEGACY FINANCIAL GROUP, INC.·TULSA, Oklahoma
Clean recordTHE LEGACY FINANCIAL GROUP, INC.
1425 E. 41ST PLACE, TULSA, OK 74105CRD# 7692737Firm CRD# 135059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elissa Kay Fagin Johnson · TULSA, OK
Registration
CRD #7692737 · THE LEGACY FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elissa Kay Fagin Johnson is a registered financial advisor based in TULSA, Oklahoma, affiliated with THE LEGACY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE LEGACY FINANCIAL GROUP, INC.
THE LEGACY FINANCIAL GROUP, INC.
AUM
$420M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7692737
Firm CRD# 135059
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elissa Kay Fagin Johnson offer?
Elissa Kay Fagin Johnson specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Elissa Kay Fagin Johnson's credentials?
Elissa Kay Fagin Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elissa Kay Fagin Johnson located?
Elissa Kay Fagin Johnson is based in TULSA, Oklahoma, working with THE LEGACY FINANCIAL GROUP, INC.. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Elissa Kay Fagin Johnson charge for services?
Elissa Kay Fagin Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE LEGACY FINANCIAL GROUP, INC.?
THE LEGACY FINANCIAL GROUP, INC. has approximately 8 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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