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LEGACYTEXAS WEALTH ADVISORS, LLC
LEGACYTEXAS WEALTH ADVISORS, LLC
LEGACYTEXAS WEALTH ADVISORS
RICHARDSON, Texas
·
1 registered advisor
·
CRD# 139792
SEC# 801-68997
972-461-1525
01
Firm Overview
AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEGACYTEXAS WEALTH ADVISORS, LLC
1 registered advisor
Earl Jefferson
RICHARDSON, Texas
CRD# 2111738
05
Office Locations
RICHARDSON, Texas
1 advisor
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Data sourced from SEC Form ADV filings. LEGACYTEXAS WEALTH ADVISORS, LLC (CRD# 139792) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.