The Financial Legacy Group
The Financial Legacy Group (CRD# 287632) is a financial advisory firm headquartered in Charlotte, NC. They manage $82,859,189 in 361 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts361ACCOUNTS
-
Average Account Value$229,527
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, TX
Financial Advisors at The Financial Legacy Group
1
Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at The Financial Legacy Group in Charlotte, NC and has over 23 years of experience in the finance industry.
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