LEGACY WEALTH CONCEPTS
Firm details
- Headquarters
- BATON ROUGE, Louisiana
- CRD number
- 117422
- Website
- www.legacywealthconcepts.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Wealth Concepts operates as a Limited Liability Company and focuses on providing personalized financial services to individuals and families. The firm engages in various business activities, including acting as a registered representative of a broker-dealer and functioning as an insurance broker. Their advisory services encompass financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. While they do not actively pursue ESG investments, they have established themselves as a capital allocator, indicating a strategic approach to managing client assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Contacts
3 of 3LYNELLA DEVILLIER
Strategic AdvisorCRD 1928450
CARL BENEDICT
Investment Advisor RepresentativeCRD 1178319
ALAN STEPHENSON
Financial AdvisorCRD 3097099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BATON ROUGE, LA
EAST BATON ROUGE
Location
BATON ROUGE, LA
Headquartered in BATON ROUGE, LA, in the South of the United States.
- Region
- South
- County
- EAST BATON ROUGE
- Address
- 17461 Jefferson Hwy
- Time zone
- CT (UTC-6)
- Office locations
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