About LEGION FINANCIAL ADVISORS
LEGION FINANCIAL ADVISORS is a trusted financial advisor that offers personalized financial services to individuals and businesses. They have a team of experienced financial experts who provide comprehensive financial planning and investment management services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Empowers clients to make informed financial decisions
- Offers a wide range of financial services
- Works with individuals and businesses
Facts and Insights
LEGION FINANCIAL ADVISORS has an excellent track record of helping clients achieve their financial goals. Here are some key insights about the company:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
The financial experts at LEGION FINANCIAL ADVISORS offer a wide range of services to help clients achieve their financial goals. Some of the key services they offer include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
LEGION FINANCIAL ADVISORS works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
Fees & Compensation
LEGION FINANCIAL ADVISORS operates on a fee-only basis, meaning they do not receive any commissions or compensation from third-party companies. This ensures that their interests are aligned with their clients and they provide unbiased financial advice.
Background
With over 15 years in the financial industry, the team at LEGION FINANCIAL ADVISORS has built a strong reputation for their expertise and commitment to their clients. They have a deep understanding of the financial markets and use their knowledge to help clients make well-informed financial decisions.
Financial Advisor Disclosures to Know
As a transparent and trustworthy financial advisor, LEGION FINANCIAL ADVISORS wants their clients to have all the necessary information to make informed decisions. Here are some important disclosures to know:
- The company is registered with the Securities and Exchange Commission (SEC)
- They have no disciplinary actions or regulatory sanctions against them
- The company has a fiduciary duty to act in the best interest of their clients
- They have a written code of ethics and professional standards
- The company’s advisors may have other business activities outside of their role with LEGION FINANCIAL ADVISORS