Legacy Financial Designs
Legacy Financial Designs (CRD# 314338) is a financial advisory firm headquartered in Spring, TX. They manage $17,058,802 in 134 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts134ACCOUNTS
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Average Account Value$127,304
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Legacy Financial Designs
1
Skyler Denny (CRD# 6737178) is an Investment Advisor Representative working at Legacy Financial Designs in Spring, TX and has 1 year of experience in the finance industry.
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