Legacy Financial Group - An Independent Practice / Raymond James

For almost twenty years, our team has provided tailored investment and financial planning advice to individuals, families and businesses across the country and internationally. Our five person team of professionals include: W. Scott Mowry, CERTIFIED FINANCIAL PLANNER (CFP?) Iris Porush, Accredited Asset Management Specialist (AAMS?), focused on insurance analysis and planning George Wright, Certified Investment Management Analyst (CIMA?) Shannon Crank, Registered Associate Shelby Holt, Client Service Associate The entire team works collaboratively on behalf of each client to help them achieve their unique goals. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: https://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNER? and CFP? in the U.S. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

网站

https://www.legacyfingroup.com

Legacy Financial Group - An Independent Practice / Raymond James的外部链接

所属行业

金融服务

规模

2-10 人

总部

Williamsburg，VA

类型

合营企业

创立

2009