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James Bray Killingsworth

THE LEGACY FINANCIAL GROUP, INC.·TULSA, Oklahoma
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record11 years registeredTHE LEGACY FINANCIAL GROUP, INC.
1425 E. 41ST PLACE, TULSA, OK 74105CRD# 6054998Firm CRD# 135059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Bray Killingsworth · TULSA, OK
Registration
CRD #6054998 · THE LEGACY FINANCIAL GROUP, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

THE LEGACY FINANCIAL GROUP, INC.
May 2017 – present
THE AYCO COMPANY,L.P.
Dec 2014 – Oct 2016
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · December 12, 2014
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE LEGACY FINANCIAL GROUP, INC.
CRD 135059 · SEC 801-64293
AUM
$420M
Regulatory assets under management
Employees
8
1,454 client accounts
Services offered by THE LEGACY FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE LEGACY FINANCIAL GROUP, INC. →
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Frequently Asked Questions

What services does James Bray Killingsworth offer?
James Bray Killingsworth specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are James Bray Killingsworth's credentials?
James Bray Killingsworth holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Bray Killingsworth located?
James Bray Killingsworth 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 James Bray Killingsworth charge for services?
James Bray Killingsworth'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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Other Advisors at THE LEGACY FINANCIAL GROUP, INC.

Kevin Kyle King
TULSA, OK
Jeffrey Lyle Maxwell
TULSA, OK

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