Legacy One Financial Advisors LLC
Legal Name: LEGACY ONE FINANCIAL ADVISORS, LLC
Full Contact Details
Legacy One Financial Advisors LLC
8911 CAPITAL OF TEXAS HWY. N., BLDG. 3, STE. 3210, AUSTIN, TX
512-342-0202
512-342-0101
Other Info
Legacy One Financial Advisors LLC, a Delaware Limited Liability Company, is a financial advisory firm with a team of 25 professionals, out of which 15 are advisors. Their number of clients served is undisclosed, and their last SEC status reported on May 3, 2017, has been approved.
Houston, Austin & Dallas, TX | Financial Advisor near me — U.S. Capital Wealth Advisors
We are an Independent, wealth management firm providing sophisticated and objective solutions for our clients. Offices located in Houston, Austin and more.
Direct Owners
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JAMES PATRICK FORTESCUE
CO-CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%
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JON PATRICK MEYER
CHIEF COMPLIANCE OFFICER owns less than 5%
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KEVIN WILLIAM LANGE
MANAGING PRINCIPAL owns less than 5%
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LEGACY ONE FINANCIAL HOLDINGS, LLC
OWNER owns 75% or more
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RICHARD WAYNE SCHWAB
CO-CHIEF EXECUTIVE OFFICER owns less than 5%
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WILHELMINA ELIZABETH SHERIDAN
CHIEF OPERATIONS OFFICER owns less than 5%
Indirect Owners
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AUSTINFP, INC.
OWNER owns more than 50% but less than 75%
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KEVIN WILLIAM LANGE
OWNER owns 75% or more
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JOHN PAUL DEJORIA
OWNER owns more than 25% but less than 50%
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JPD LEGACY ONE, LLC
OWNER owns more than 25% but less than 50%