For almost twenty years, our team has provided tailored investment and financial planning advice to individuals, families and businesses across the country and internationally.
Our five person team of professionals include:
W. Scott Mowry, CERTIFIED FINANCIAL PLANNER (CFP®)
Iris Porush, Accredited Asset Management Specialist (AAMS®), focused on insurance analysis and planning
George Wright, Certified Investment Management Analyst (CIMA®)
Shannon Crank, Registered Associate
Shelby Holt, Client Service Associate
The entire team works collaboratively on behalf of each client to help them achieve their unique goals.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 411 Scotland St, Williamsburg,va 23185,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacyfingroup.com
- Keywords
- Williamsburg.
- HQ
- Williamsburg, VA
Legacy Financial Group - An Independent Practice / Raymond James Questions
Legacy Financial Group - An Independent Practice / Raymond James's website is legacyfingroup.com
Legacy Financial Group - An Independent Practice / Raymond James's LinkedIn profile is https://www.linkedin.com/company/legacy-financial-group
Legacy Financial Group - An Independent Practice / Raymond James has
6 employees.
View email and phone details for 6
employees at Legacy Financial Group - An Independent Practice / Raymond James.
Legacy Financial Group - An Independent Practice / Raymond James's industry is
Financial Services
Legacy Financial Group - An Independent Practice / Raymond James's top competitors are
Millville By The Sea,
Patient Equity Partners,
Independent Financial Group, Llc, Investment Banking Arm,
Chesapeake Realty Partners,
T. Rowe Price,
Brightside Partners,
Legacy Financial Group,
Grt Asset Management,
Independent Choice Financial Group,
Mt. Royal Capital Management.
Legacy Financial Group - An Independent Practice / Raymond James's categories are Financial Services
Legacy Financial Group - An Independent Practice / Raymond James's founding year is 2009
