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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LOUISVILLE, Kentucky
·
3 registered advisors
·
CRD# 324258
SEC# 801-127031
0
(502) 873-0522
01
Firm Overview
AUM
$428M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
3 registered advisors
Bruce Edward Mccrea
LOUISVILLE, Kentucky
CRD# 874087
Bryan Sean Mccrea
LOUISVILLE, Kentucky
CRD# 5830009
Christopher Robert Mccrea
LOUISVILLE, Kentucky
CRD# 5830477
05
Office Locations
LOUISVILLE, Kentucky
3 advisors
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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL INDEPENDENT ADVISORS LLC (CRD# 324258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.