FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD #314351 SEC #801-132388 CARY, NC 919-379-9000
SEC Registered
Total AUM
$140M
Discretionary
$139M
Employees
4
Clients
251
Accounts
756
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 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 |
|---|---|---|---|---|
| Iglehart, Todd, Russell | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Iglehart, Todd, Russell | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Iglehart, Todd, Russell | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Iglehart, Todd, Russell | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Iglehart, Todd, Russell | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STUBBOLO, JOSHUA, ANTHONY | I | MANAGING MEMBER | D | Control |
| STUBBOLO, JOSHUA, ANTHONY | I | MANAGING MEMBER | D | Control |
| STUBBOLO, JOSHUA, ANTHONY | I | MANAGING MEMBER | D | Control |
| STUBBOLO, JOSHUA, ANTHONY | I | MANAGING MEMBER | D | Control |
| STUBBOLO, JOSHUA, ANTHONY | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
May 7, 2025 REGISTERED
Notice Filings (2)
NC TX
Address
6501 WESTON PKWYSUITE #300
CARY, NC 27513
United States
Phone: 919-379-9000