Legacy Financial Advisors Inc
Legal Name: LEGACY FINANCIAL ADVISORS, INC.
Full Contact Details
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Legacy Financial Advisors Inc is legally known as LEGACY FINANCIAL ADVISORS, INC.. It is a KY Corporation. This firm has 16 employees, of which 9 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 2, 2011.
Financial Planners in Sarasota Florida | Legacy Financial Advisors
MENU + ServicesPlanningInvestmentsInsuranceAbout LegacyHistoryTeamLOGINLET’S TALK 859-655-5225 Close LoginHomeFinancial PlanningInvestmentsInsuranceAdvisor AccessAbout LegacyTeamLet’s Talk Serving Greater Sarasota, FloridaPut Your Treasure Where Your Heart IsLegacy is an independent financial ad…
Direct Owners
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ADRIAN MICHAEL SCHAU
DIRECTOR OF INVESTMENTS owns less than 5%
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LAURA LEE BRANUM
CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER owns less than 5%
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MICHAEL JOSEPH MAISEL
CEO AND MANAGING PRINCIPAL owns more than 25% but less than 50%
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PAUL ANTHONY SARTORI
MANAGING PRINCIPAL owns more than 25% but less than 50%
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PETER TRENT LUCAS
MANAGING PRINCIPAL owns more than 25% but less than 50%
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ROBERT JUSTIN KUHNHEIN
DIRECTOR OF INVESTMENTS owns less than 5%
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