The Legacy Group, Ltd.
The Legacy Group, Ltd. (CRD# 120972) is a financial advisory firm headquartered in Salem, OR. They manage $54,974,404 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management55MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$439,795
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at The Legacy Group, Ltd.
1
Ronald Leblanc (CRD# 1137425) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 40 years of experience in the finance industry.
2
Walter Sagner (CRD# 2980131) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 25 years of experience in the finance industry.
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