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. FINTRX classifies the firm as "Unclassified" and lists the owner type as an individual. The data indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor. The profile available to FINTRX is sparse: fields for client base, fee structure, business and advisory activities, and affiliations are not populated. The firm is marked as not a multi-state adviser and not newly formed, and it does not present itself as a pension consultant or related adviser in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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