Sovereign Legacy Securities, Inc.
Firm details
- Headquarters
- Pinehurst, North Carolina
- CRD number
- 1783
- Registered since
- March 17, 1954
Firm profile
FINTRXOverview
Sovereign Legacy Securities, Inc. is organized as a corporation and reports individual ownership. The firm shows an SEC registration date of 1954 and is listed as "Unclassified" for its business classification. Available disclosures indicate it does not operate as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has not provided details about its client segments, fee schedules, or the specific advisory services it offers, which limits what can be said about its market positioning or target client base.
Assets & Accounts
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
Owners & executives
1 of 1
Jeffrey Hovermale
Founder & CEOCRD 2104629
Contacts
2 of 2
Frank Pagan
Registered RepresentativeCRD 2305449
Jacqueline Westbrook
PrincipalCRD 1464903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pinehurst, NC
Moore
Location
Pinehurst, NC
Headquartered in Pinehurst, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- Moore
- Address
- 100 Gray Fox Run
- Time zone
- ET (UTC-5)
- Office locations
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