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Building 2FIRST LEGACY SECURITIES, LLC

Map pinHELENA, AL
Phone205-216-0060
NotebookSEC #801-67877
Total AUM
$45M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1109 TOWNHOUSE ROAD
HELENA
AL 30580
United States
Operating Hours
8:00AM TO 5:00PM (EST)
Monday - Friday
Phone
205-216-0060

ReceiptFinancials

Total AUM
$45M
Accounts
253
Discretionary
$32.8M
Accounts
192
Non-Discretionary
$12.2M
Accounts
61

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARCACOFLGAILKYLAMAMDMIMOMSNCNJNYOHPAPRSCTNVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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