LEGACY FINANCIAL SERVICES GROUP, INC. of TRAVERSE CITY, MI is an SEC-registered investment adviser (CRD 140514). Regulatory assets under management: $122.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| WEEKS DEREK EDWARD | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WEEKS CAROLYN MARIE | CHIEF COMPLIANCE OFFICER | — |
| Derek Edward Weeks | PRESIDENT | — |
| Carolyn Marie Weeks | CHIEF COMPLIANCE OFFICER | — |