The Legacy Financial Group

  • Financial Services
  • Tulsa OK
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
2508 East 21st Street, Tulsa OK
Website
legacyadvisor.net
Phone
(918) 665-0826
Employees
8
Founded in
2000
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$16B

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Who is The Legacy Financial Group

The Legacy Financial Group is a fee-only, independent registered investment advisor based in Tulsa, Oklahoma. The company employs 8 people and generates $16 million in annual revenue. Legacy Financial Group provides prudent investment advisory services to a variety of clients, including individuals, 401(k) plans, trusts, foundations, and businesses. Their services are centered around building broadly diversified global portfolios designed to withstand market fluctuations and capitalize on growth opportunities. The company distinguishes itself by adhering to a philosophy that emphasizes efficient financial markets, the relationship between risk and return, and the importance of diversification and discipline. They do not engage in traditional active investment management practices such as stock picking or market timing. For more information about The Legacy Financial Group, visit their website at legacyadvisor.net.

The Legacy Financial Group Industry Tags

Investment Advisory Services
Tax Planning
Estate Planning
401 (k) Administration
Portfolio Management
Risk Management
Financial Services
Financial Advisory Services
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The Legacy Financial Group Tech Stack

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FAQ

What is the location of The Legacy Financial Group's headquarters?
The headquarters of The Legacy Financial Group are situated at 2508 East 21st Street, Tulsa OK
What is The Legacy Financial Group's phone number?
The Legacy Financial Group's contact number is (918) 665-0826.
What is The Legacy Financial Group's official website?
The official website of The Legacy Financial Group can be found at legacyadvisor.net.
What is The Legacy Financial Group's current revenue?
As of January 2015, The Legacy Financial Group's annual revenue reached $16B.
How many employees does The Legacy Financial Group currently have?
The Legacy Financial Group employs approximately 8+ people as of January 2015
Which industries is The Legacy Financial Group primarily operating in?
The Legacy Financial Group operates in the following industries: Finance, Credit
What are The Legacy Financial Group's industry tags?
The Legacy Financial Group's industry tags include: Investment Advisory Services, Tax Planning, Estate Planning
When was The Legacy Financial Group founded?
The Legacy Financial Group was founded in 2000.

Employee Directory

Key Employees

Robert Anderson

Co Owner/ President/ Financial Planner

Phone Email

M Brent Miller

Financial Advisor

Phone Email

Elissa Johnson

Partner and Director of Operations

Phone Email