Legacy Financial Advisors
Company

Legacy Financial Advisors

Financial Services 484 Turner Dr. 9 employees
Employees
9
Contacts
1
Emails
1

Legacy Financial Advisors Overview

Headquarters
484 Turner Dr.
Industry
Financial Services
Employees
9
Founded
1981
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Legacy Financial Advisors

Legacy Financial Advisors, first founded as the Clements Group in 1981, are committed financial professionals adhering to fiduciary standards. We provide personalized, goal-oriented financial strategies to individuals, families, and small businesses. Our belief lies in the power of continuous improvement and a client-focused approach, which we are confident can contribute positively to the outcomes we help shape, thereby enriching our community. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness

Legacy Financial Advisors Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Legacy Financial Advisors Org Chart

Sample employees and titles
Name Title Contact
Calvin Romero Lpl Registered Principal, Lpl Financial
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Travis Holgate Lpl Financial Advisor at Legacy
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Bob Joiner Investment Advisor Representative
Email
Luke Napier Registered Assistant at Legacy
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Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

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