DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
THE LEGACY FINANCIAL GROUP, INC.
Tel: 918-665-0826
1425 E. 41st Place Suite 100
Tulsa, Oklahoma 74105
THE LEGACY FINANCIAL GROUP, INC.
THE LEGACY FINANCIAL GROUP, INC. is a Tulsa, Oklahoma based financial advisory firm with nearly $513,560,986 in assets under management and provides investment advisory services for 1608 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
135059
SEC#:
801-64293
No. of Clients:
1608
Assets under Management
$513,560,986
No. of Advisors:
9
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