LEGACY PLANNING ADVISORS, LLC
CRD #121289 SEC #801-112270 SUWANEE, GA 770-919-2075
SEC Registered
Total AUM
$192M
Discretionary
$0
Employees
4
Clients
101
Accounts
565
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | CCO | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | ORGANIZER | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | ORGANIZER | NA | Control |
| BLACK, CAMILLE, CALHOUN | I | ORGANIZER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| GECKELER, PETER, LEWIS | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| HESTER HALL, JENNIFER | I | MEMBER/OWNER | NA | Control |
| BLACK, JR., ROBERT, GERALD | I | PRESIDENT | E | Control |
| BLACK, JR., ROBERT, GERALD | I | PRESIDENT | E | Control |
| BLACK, JR., ROBERT, GERALD | I | PRESIDENT | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | E | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | C | Control |
| GECKELER, PETER, LEWIS | I | MANAGING MEMBER | C | Control |
| GECKELER, PETER, LEWIS | I | MANAGING MEMBER | C | Control |
| GECKELER, PETER, LEWIS | I | MANAGING MEMBER | C | Control |
| GECKELER, PETER, LEWIS | I | MANAGING MEMBER | C | Control |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | B | |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | B | |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | B | |
| BLACK, ROBERT, GERALD | I | MANAGER/FOUNDING MEMBER | B | |
| HESTER HALL, JENNIFER | I | MANAGING MEMBER | B | Control |
| HESTER HALL, JENNIFER | I | MANAGING MEMBER | B | Control |
| HESTER HALL, JENNIFER | I | MANAGING MEMBER | B | Control |
| HESTER HALL, JENNIFER | I | MANAGING MEMBER | B | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MEMBER/OWNER | A | Control |
| CUSHMAN, CHRISTOPHER, WESTON | I | CHIEF COMPLIANCE OFFICER/MEMBER/OWNER | A | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
FL GA NC SC TX
Address
5400 LAUREL SPRINGS PARKWAYSUITE 101
SUWANEE, GA 30024
United States
Phone: 770-919-2075