LEGACY FINANCIAL

LEGACY FINANCIAL of MOOREFIELD, WV is an SEC-registered investment adviser (CRD 342713).

Registration

• CRD: 342713
• Type: Registered investment adviser
• Location: 217 WINCHESTER AVE, MOOREFIELD, WV, 26836
• Phone: 304-703-5445
• Latest filing: 2026-06-06
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search