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Jeffrey Lyle Maxwell

THE LEGACY FINANCIAL GROUP, INC.·TULSA, Oklahoma
Clean recordTHE LEGACY FINANCIAL GROUP, INC.
2508 E 21ST STREET, TULSA, OK 74114CRD# 4578335Firm CRD# 135059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Lyle Maxwell · TULSA, OK
Registration
CRD #4578335 · THE LEGACY FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Lyle Maxwell 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
View all advisors at THE LEGACY FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4578335
Firm CRD# 135059
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Lyle Maxwell offer?
Jeffrey Lyle Maxwell specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Jeffrey Lyle Maxwell's credentials?
Jeffrey Lyle Maxwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lyle Maxwell located?
Jeffrey Lyle Maxwell 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 Jeffrey Lyle Maxwell charge for services?
Jeffrey Lyle Maxwell'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
James Bray Killingsworth
TULSA, OK
Elissa Kay Fagin Johnson
TULSA, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (226)BARTLESVILLE (27)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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