The Legacy Financial Group Inc
Legal Name: THE LEGACY FINANCIAL GROUP, INC.
2508 E 21ST STREET, TULSA, OK
918-665-0826
http://www.legacyadvisor.net
Frequently Asked Questions (FAQ)
Full Contact Details
The Legacy Financial Group Inc
2508 E 21ST STREET, TULSA, OK
918-665-0826
918-933-4393
Other Info
THE LEGACY FINANCIAL GROUP, INC. is an Oklahoma-based corporation with a team of nine employees, most of which are in advisory roles. While the exact number of clients they serve is unknown, their SEC status is listed as Approved, and they have been registered since April 2005.
Direct Owners
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY LYLE MAXWELL
SHAREHOLDER owns more than 25% but less than 50%
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KEVIN KYLE KING
PRESIDENT AND SHAREHOLDER owns more than 25% but less than 50%
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RANDALL JOE CLOUD
SECRETARY/TREASURER AND SHAREHOLDER owns more than 25% but less than 50%
Firms Located Nearby
News
- Legacy Private Trust Co. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Revealing Shifts in Investment Strategies: Q3's Notable Portfolio Adjustments
- Legacy Private Trust Co. Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Analyzing the Changes in Holdings of Legacy Private Trust Co from Q4 2022 to Q1 2023: A Detailed Overview.