Family Legacy Inc
Legal Name: FAMILY LEGACY, INC.
104 BROADUS AVENUE, GREENVILLE, SC
864-233-2788
http://www.familylegacyinc.com
Frequently Asked Questions (FAQ)
Other Info
FAMILY LEGACY, INC., a South Carolina corporation with a team of 7 advisory employees, has an SEC Approved registration status since Aug 15, 1995. Although not disclosed, the firm's client base remains unknown.
Financial Planning | Greenville SC | Family Legacy
Based in Upstate SC, the financial advisors at Family Legacy provide investment strategy, financial planning, estate planning, tax advice and more. Start planning your legacy now.
Direct Owners
-
CHRISTOPHER ARISTOTLE BROWN
PRESIDENT owns 75% or more
-
PATRICE LYNN SEBASTIAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
WILLIAM WILKINS BROWN
VICE PRESIDENT owns less than 5%
Firms Located Nearby
- BB&T Institutional Investment Advisers Inc
- WEALTH MANAGEMENT ADVISORS, LLC
- Norris Financial Group LLC
- Sandlapper Wealth Management LLC
- Global VIEW Investment Advisors LLC
- Capital Design Associates Group LLC
- Primetrust Advisors LLC
- Reynolds Investment Management Inc
- Fiduciary Alliance LLC
- Goepper Burkhardt LLC
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 25, 2019
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- JPMORGAN CHASE & CO $3,192k
- HOME DEPOT INC $3,082k
- GALLAGHER ARTHUR J & CO $3,060k
- DUKE ENERGY CORP $3,037k
- Chevron Corp $2,996k
- JOHNSON & JOHNSON $2,872k
- INVESCO QQQ TR UNIT SER 1 $2,792k
- INTEL CORP $2,695k