registered investment advisor legacy planning

investment advisory services offered through Legacy Financial Advisors, Inc. a Registered Investment Advisor. Securities and investment products offered through triad advisors llc, Member FINRA / SIPC Legacy Financial Advisors, Inc. and Triad Advisors LLC are independent non-affiliated entities.

Legacy. Planning Guide; Welcome to. The issuing insurance company is not an investment adviser nor registered as such with the SEC or any state securities regulatory authority. It’s not acting in any fiduciary capacity with respect to any contract and/or investment.

Legacy Planning Group is a marketing designation. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. member FINRA/SIPC and Registered Investment Adviser. Additional insurance services are offered by Patrick J. Cloutier and Mark B. Gournay independent of Woodbury Financial Services.

When it comes to planning for retirement. are offered through GF Investment Services, LLC, Member FINRA/SIPC. Investment advisory services offered through global financial private capital, LLC, an.

Legacy Planning Partners, LLC and its affiliates are independent of Hornor, Townsend & Kent, Inc. HTK does not offer tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

A registered investment advisor, or RIA, is a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications" according to The Investment Advisers Act of 1940.

finra registered investment advisor lookup Advisory Services offered through MACRO Consulting Group, a registered investment advisor with the Securities and Exchange Commission. MACRO only transacts business in states where it is properly.

one of the largest registered investment advisers and financial planning firms in the U.S. with over $15 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA & SIPC . Legacy Retirement Advisors and IFG are unaffiliated entities.

2019 Legacy Advisors, LLC. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.

Graham brings an expertise in Corporate Executive Services, attracting clients who need an advisor that understands the regulatory challenges and risks involved with concentrated equity positions. The.