LEGACYTEXAS WEALTH ADVISORS, LLC
Legal name: LEGACYTEXAS WEALTH ADVISORS
CRD #139792 SEC #801-68997 RICHARDSON, TX 972-461-1525
SEC Registered
Total AUM
$70M
Discretionary
$21M
Employees
3
Clients
0
Accounts
58
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2013
- 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 |
|---|---|---|---|---|
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JEFFERSON, EARL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| JEFFERSON, EARL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| JEFFERSON, EARL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| JEFFERSON, EARL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| JEFFERSON, EARL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| LEGACYTEXAS GROUP, INC. | DE | MEMBER | C | Control |
| LEGACYTEXAS GROUP, INC. | DE | MEMBER | C | Control |
Registrations
Federal
IA
Feb 28, 2013 REGISTERED
Notice Filings (5)
AK CA FL IL TX
Address
707 E. ARAPAHO RD. SUITE 250RICHARDSON, TX 75081
United States
Phone: 972-461-1525