LEGACY PLANNING ADVISORS, LLC

LEGACY PLANNING ADVISORS, LLC of SUWANEE, GA is an SEC-registered investment adviser (CRD 121289). Regulatory assets under management: $234.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (11)

NameRoleLocation
Robert Gerald BlackMANAGER/FOUNDING MEMBER
Christopher Weston CushmanCHIEF COMPLIANCE OFFICER/MANAGING MEMBER
Jennifer Hester HallMANAGING MEMBER
Peter Lewis GeckelerMANAGING MEMBER
BLACK ROBERT GERALDMANAGER/FOUNDING MEMBER; PRESIDENT
BLACK CAMILLE CALHOUNCCO; ORGANIZER
CUSHMAN CHRISTOPHER WESTONCHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CHIEF COMPLIANCE OFFICER/MEMBER/OWNER; MEMBER/OWNER
HESTER HALL JENNIFERMANAGING MEMBER; MEMBER/OWNER
GECKELER PETER LEWISMANAGING MEMBER; MEMBER/OWNER
Derek H BellMANAGING MEMBER
Amy Jennifer FlynnMANAGING MEMBER

More on this firm