Legacy Financial Independent Advisors LLC
Legacy Financial Independent Advisors LLC (CRD# 324258) is a financial advisory firm headquartered in Louisville, KY. They manage $428,440,270 in 2,296 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management428MILLION
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Total Number of Accounts2,296ACCOUNTS
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Average Account Value$186,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, IN, KY, LA, NC, OH, SC, TX
Sheree Bollinger (CRD# 1437851) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 38 years of experience in the finance industry.
Bruce McCrea (CRD# 874087) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 44 years of experience in the finance industry.
Bryan McCrea (CRD# 5830009) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 13 years of experience in the finance industry.
Christopher McCrea (CRD# 5830477) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 13 years of experience in the finance industry.
Thomas Falkner (CRD# 6962277) is an Investment Advisor Representative working at Legacy Financial Independent Advisors LLC in Louisville, KY and has over 3 years of experience in the finance industry.