VETTED

Michael Evans

CFP^®, CSA^®

Tel: 903-534-4900 909 E Southeast Loop 323, Ste 210 Tyler, TX 75701

About Legacy Group

Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.

See Disclosures

General Information

Firm Start Year:

1924

Insurance License#:

709186

Name of Custodial Firm:

Schwab Institutional, Pershing,

Work with the following types of clients:

Individual Investors

Advisory Services Provided:

401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management

Services

Can meet clients in the following ways:

Phone, Your Home, Your Office, Email

Compensation and Fees

Compensation Methods:

Based on Assets, Commissions, Hourly

Firm Information

Total Assets Under Management by Advisor:

$50,000,000

Education

Bachelor of Science - Business Management:

La Salle University

CFP Professional Education Program:

College for Financial Planning

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886620/wiseradvisor-legacy-group-detailed-disclosure.html

41 Years of Experience

CRD# 1014182 Firm CRD# 134797Insurance License# 709186

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