LEGACY FINANCIAL GROUP, INC. A REGISTERED INVESTMENT ADVISORY FI
Legal name: LEGACY FINANCIAL GROUP, INC.
CRD #113885 SEC #801-61926 OVERLAND PARK, KS 913-338-5000
SEC Registered
Total AUM
$78M
Discretionary
$0
Employees
--
Clients
51
Accounts
169
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARCOMB, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARCOMB, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARCOMB, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARCOMB, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAVELY, SALVATORE, ANTONIO | DE | PRESIDENT | E | Control |
| LAVELY, SALVATORE, ANTONIO | DE | PRESIDENT | E | Control |
| LAVELY, SALVATORE, ANTONIO | DE | PRESIDENT | E | Control |
| LAVELY, SALVATORE, ANTONIO | DE | MANAGING PARTNER | E | Control |
| LAVELY, SALVATORE, ANTONIO | DE | PRESIDENT | E | Control |
| MURPHY, PATRICK, HANEY | DE | PRESIDENT AND DIRECTOR | E | Control |
| MURPHY, PATRICK, HANEY | DE | PRESIDENT AND DIRECTOR | E | Control |
Registrations
Federal
IA
Jun 23, 2005 REGISTERED
Notice Filings (5)
CA FL KS MO TX
Address
9401 INDIAN CREEK PARKWAY, STE. 200OVERLAND PARK, KS 66210-2007
USA
Phone: 913-338-5000