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 has been SEC-registered since 1954. The firm is listed as owned by an individual and is classified as unclassified in the snapshot provided. The available record indicates the firm does not function as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm did not supply detailed information about its business activities, advisory services, or affiliations in the materials reviewed.

Assets & Accounts

Location & Offices

Investment profile

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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
  • Jacqueline Westbrook

    PrincipalCRD 1464903

  • Frank Pagan

    Frank Pagan

    Registered RepresentativeCRD 2305449

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