The Legacy Financial Group, Inc Information
Contact top employees from
The Legacy Financial Group, Inc
Summary
Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.
We be...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Investment Advisory Services, Tax Planning, Estate Planning, 401 (k) Administration, Portfolio Management, Risk Management
Founded
2000
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Organization Website
Phone Number
918-665-0826
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at The Legacy Financial Group, Inc shows a diverse range of experience levels:
11% have been with the company for less than 1 year11% for 1–2 years17% for 3–4 years11% for 5–7 years22% for 8–10 years28% have over 11 years of service at The Legacy Financial Group, IncEx-employees positions
In Company
In New Company
Contact top employees from
The Legacy Financial Group, Inc
James Witten
Tax Director
Elissa Johnson
Partner and Director of Operations
Douglas Scott
Wealth Management Advisor
Kevin King
Owner
Hayden Hunt
Financial Planner
Zachery Rearrick
Financial Planner
Quentin Palmer
Client Services Associate
Bray Killingsworth
Senior Financial Advisor
Lydia Carnett
Senior Financial Planner
Cooper Stevenson
Investment Analyst
Natalie Lindskov
Client Services Associate
