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LEGACY FINANCIAL SERVICES GROUP, INC.
LEGACY FINANCIAL SERVICES GROUP, INC.
TRAVERSE CITY, Michigan
·
2 registered advisors
·
CRD# 140514
SEC# 801-66694
231-933-0631
01
Firm Overview
AUM
$81M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEGACY FINANCIAL SERVICES GROUP, INC.
2 registered advisors
Carolyn Marie Weeks
TRAVERSE CITY, Michigan
CRD# 4699981
Derek Edward Weeks
TRAVERSE CITY, Michigan
CRD# 2502350
05
Office Locations
TRAVERSE CITY, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL SERVICES GROUP, INC. (CRD# 140514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.