Legacy Financial Advisors Inc
Legal Name: LEGACY FINANCIAL ADVISORS, INC.
Full Contact Details
Legacy Financial Advisors Inc
117 EAST FOURTH STREET, COVINGTON, KY
859-655-5225
859-655-9049
Other Info
Legacy Financial Advisors Inc, legally known as LEGACY FINANCIAL ADVISORS, INC., is a Kentucky-based corporation with nine employees in advisory roles out of a staff of 16. Although the number of clients it serves is unknown, the firm is registered with the US Securities and Exchange Commission and holds approved status as of August 2, 2011.
Legacy Financial – Your Treasure Is Where Your Heart Is.
Skip to content Services About Who We Serve Our Team Client Portals Financial Planning: eMoney Portal Investments : Performance Reporting Portal Menu Services About Who We Serve Our Team Client Portals Financial Planning: eMoney Portal Investments : Performance Reporting Portal Menu Services Who We …
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Skip to content Services About Who We Serve Our Team Client Portals Financial Planning: eMoney Portal Investments : Performance Reporting Portal Menu Services About Who We Serve Our Team Client Portals Financial Planning: eMoney Portal Investments : Performance Reporting Portal Menu Services Who We …
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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