LEGACY FINANCIAL SERVICES, INC.
CRD #115495 SEC #801-61081 LEXINGTON, MA 781-860-0353
SEC Registered
Total AUM
$33.7M
Discretionary
$8.6M
Employees
5
Clients
25
Accounts
117
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 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 |
|---|---|---|---|---|
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT | E | Control |
| DIEFENDERFER, MARGARET, ANN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 15, 2005 REGISTERED
Notice Filings (2)
MA NH
Address
ONE CRANBERRY HILLLEXINGTON, MA 2421
USA
Phone: 781-860-0353