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Earl Jefferson

LEGACYTEXAS WEALTH ADVISORS, LLC·RICHARDSON, Texas
Unclaimed Profile
707 E. ARAPAHO RD. SUITE 250, RICHARDSON, TX 75081CRD# 2111738Firm CRD# 139792
01

About

Earl Jefferson is a registered financial advisor based in RICHARDSON, Texas, affiliated with LEGACYTEXAS WEALTH ADVISORS, 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
LEGACYTEXAS WEALTH ADVISORS, LLC
LEGACYTEXAS WEALTH ADVISORS
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEGACYTEXAS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 2111738
Firm CRD# 139792
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Earl Jefferson offer?
Earl Jefferson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Earl Jefferson's credentials?
Earl Jefferson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Earl Jefferson located?
Earl Jefferson is based in RICHARDSON, Texas, working with LEGACYTEXAS WEALTH ADVISORS, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Earl Jefferson charge for services?
Earl Jefferson's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACYTEXAS WEALTH ADVISORS, LLC?
LEGACYTEXAS WEALTH ADVISORS, LLC has approximately 3 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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