![Adrian Nagy, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
Adrian Nagy (CRD# 7173386) is an Investment Advisor Representative working at Mml Investors Services, LLC in Huntersville, NC and has over 2 years of experience in the finance industry.
![Don Stamas, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
CRD# 2867492
Defender Capital
![Michael Abbott, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
CRD# 6172815
Edward Jones
![Steven Abels, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
CRD# 4205168
The Financial Legacy Group
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services | Huntersville, NC | May 2023 - Current | 1 |
Massmutual Life Insurance Company | Huntersville, NC | Apr 2023 - Current | 1 |
Army National Guard | Fayetteville, NC | Sep 2014 - Current | 9 |
Northwestern Mutual Wealth Management Company | Huntersville, NC | May 2022 - Mar 2023 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2019 - Mar 2023 | 3 |
Northwestern Mutual Investment Services LLC | Huntersville, NC | Aug 2019 - Mar 2023 | 3 |
Steinhafels | Waukesha, WI | Oct 2017 - Mar 2019 | 1 |
Mitchell Hamline School Of Law | St. Paul, MN | Aug 2015 - Aug 2018 | 3 |
Incheck | Milwaukee, WI | May 2017 - Oct 2017 | < 1 |
Ge Healthcare G4s | Waukesha, WI | Aug 2016 - May 2017 | < 1 |
Broadway | Maple Grove, MN | Oct 2015 - Mar 2016 | < 1 |
University Of Minnesota (twin Cities) | Minneapolis, MN | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- NC
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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