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 a corporate-structured advisory entity that has been registered with the SEC since 1954. The firm is owned by an individual and is classified in available records as "Unclassified." Public filings or the source dataset provide minimal detail about the firm's advisory business model, client types, or fee arrangements. The record indicates Sovereign Legacy is not identified as a capital allocator, it does not self-identify as an active ESG investor, and it is not listed as a multi-state or newly formed adviser. It is also not recorded as providing pension consulting and is not noted as a related adviser to another registered firm.
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 1JEFFREY HOVERMALE
Founder & CEOCRD 2104629
Contacts
2 of 2JACQUELINE WESTBROOK
PrincipalCRD 1464903
FRANK PAGAN
Registered RepresentativeCRD 2305449
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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