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LEGACY FINANCIAL ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, INC.
COVINGTON, Kentucky
·
6 registered advisors
·
CRD# 158675
SEC# 801-72637
0
859-655-5225
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEGACY FINANCIAL ADVISORS, INC.
6 registered advisors
Adrian Michael Schau
COVINGTON, Kentucky
CRD# 5816814
Laura Lee Branum
COVINGTON, Kentucky
CRD# 2581953
Michael Joseph Maisel
COVINGTON, Kentucky
CRD# 4214372
Paul Anthony Sartori
COVINGTON, Kentucky
CRD# 1321982
Peter Trent Lucas
COVINGTON, Kentucky
CRD# 2468959
Robert Justin Kuhnhein
COVINGTON, Kentucky
CRD# 6622945
05
Office Locations
COVINGTON, Kentucky
6 advisors
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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL ADVISORS, INC. (CRD# 158675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.