Sovereign Legacy Securities, Inc.

Broker-DealerFINRA MemberEst. 1954
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Pinehurst, North Carolina
CRD number
1783
Registered since
March 17, 1954

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Hovermale

    Jeffrey Hovermale

    Founder & CEOCRD 2104629

Contacts

2 of 2
  • Frank Pagan

    Frank Pagan

    Registered RepresentativeCRD 2305449

  • Jacqueline Westbrook

    PrincipalCRD 1464903

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth