Legacy Financial Advisors Inc
Legal Name: LEGACY FINANCIAL ADVISORS, INC.
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…
-
ADRIAN MICHAEL SCHAU
DIRECTOR OF INVESTMENTS owns less than 5%
-
LAURA LEE BRANUM
CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER owns less than 5%
-
MICHAEL JOSEPH MAISEL
CEO AND MANAGING PRINCIPAL owns more than 25% but less than 50%
-
PAUL ANTHONY SARTORI
MANAGING PRINCIPAL owns more than 25% but less than 50%
-
PETER TRENT LUCAS
MANAGING PRINCIPAL owns more than 25% but less than 50%
- AQUA AMERICA INC $6,380k
- Apple Inc $3,397k
- ALIBABA GROUP HLDG LTD $2,671k
- Bank of America Corp. $2,143k
- Chevron Corp $1,867k
- Amazon.com Inc $1,860k
- AXIS CAPITAL HLDGS $1,790k
- Boeing Co/The $1,490k
- CANNTRUST HLDGS INC COM $1,007k
- ABC $682k