THE LEGACY FINANCIAL GROUP, INC.

THE LEGACY FINANCIAL GROUP, INC. of TULSA, OK is an SEC-registered investment adviser (CRD 135059). Regulatory assets under management: $590.7M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (18)

NameRoleLocation
Gery Joseph SadzewiczCHIEF COMPLIANCE OFFICER
Bryan Keith LeeSHAREHOLDER
Bryan Matthew LeeSHAREHOLDER
Kevin Kyle KingPRESIDENT AND SHAREHOLDER
James Bray KillingsworthOWNER
Elissa Kay Fagin JohnsonOWNER
SPRINGER MARK LEONARDCHIEF COMPLIANCE OFFICER/PRESIDENT
STITT WILLIAM PAULSHAREHOLDER
LITTLE HARVEY LEWISSHAREHOLDER
LITTLETON JIM WILEYSHAREHOLDER
CLOUD RANDALL JOECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND SHAREHOLDER; SECRETARY (+1 more)
KING KEVIN KYLEPRESIDENT AND SHAREHOLDER; SHAREHOLDER
SADZEWICZ GERY JOSEPHCHIEF COMPLIANCE OFFICER
SCOTT DOUGLAS KEITHCHIEF COMPLIANCE OFFICER
KING KENDALL WAYNESHAREHOLDER
MAXWELL JEFFREY LYLESHAREHOLDER
KILLINGSWORTH JAMES BRAYOWNER
Johnson Elissa kay faginOWNER

Branch offices (4)

CityStateEmployeesPhone
1918-665-0826
1918-665-0826
1918-665-0826
1918-665-0826

More on this firm