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).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Legacy Financial Designs
Showing 1 - 1 of 1 top financial advisors.
1
Skyler C. Denny
CRD#: 6737178
1401 Lake Plaza Drive, Suite 200 - 156, Spring, TX 77389

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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