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Legacy Advisory Network, LLC CRD 313266
743 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6315 Emerald Parkway, Dublin, OH 43016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 07/2011 | 09/2022 |
| Legacy Advisory Network, Llc | Dublin | OH | 09/2022 | Present |
1.) Independent Insurance Agent; Investment Related; LOA in Accident & Health, Life, and Variable; Start Date 09/2007
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-17 |
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