THE LEGACY FINANCIAL GROUP, INC. - Financial Advisor in Oklahoma, Tulsa

Tel: 918-665-0826 1425 E. 41st Place Suite 100 Tulsa, Oklahoma 74105

About THE LEGACY FINANCIAL GROUP, INC.

THE LEGACY FINANCIAL GROUP, INC. is a Tulsa, Oklahoma based financial advisory firm with nearly $513,560,986 in assets under management and provides investment advisory services for 1608 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

135059

Firm SEC#:

801-64293

Assets Under Management:

$513,560,986

No. of Clients:

1608

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

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