THE LEGACY FINANCIAL GROUP, INC.

TULSA, Oklahoma·4 registered advisors·CRD# 135059
SEC# 801-642930918-665-0826
01

Firm Overview

AUM
$420M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE LEGACY FINANCIAL GROUP, INC.

4 registered advisors
Elissa Kay Fagin Johnson
TULSA, Oklahoma
James Bray Killingsworth
TULSA, Oklahoma
Jeffrey Lyle Maxwell
TULSA, Oklahoma
Kevin Kyle King
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE LEGACY FINANCIAL GROUP, INC. (CRD# 135059) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.