Legacy Financial Solutions, Inc.
Legacy Financial Solutions, Inc. (CRD# 114932) is a financial advisory firm headquartered in Manchester, NH. They manage $20,400,000 in 220 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Financial Solutions, Inc.
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$92,727
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH
Financial Advisors at Legacy Financial Solutions, Inc.
1
Stephen Mathieu (CRD# 1350047) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 38 years of experience in the finance industry.
2
Jean Mathieu (CRD# 3223733) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 24 years of experience in the finance industry.
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