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Lydia Danielle Carnett

The Legacy Financial Group, Inc.

Tulsa, OK

CRD 7429740

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Employer firm

The Legacy Financial Group, Inc. CRD 135059

$591M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
The Legacy Financial Group, Inc.

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
OK RA APPROVED 2024-09-24
  • TX RA
    APPROVED
    Since 2025-01-03
  • OK RA
    APPROVED
    Since 2024-09-24

Branch Locations

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dp Financial & Tax, Tulsa OK 01/2021 09/2024
Oral Roberts University Tulsa OK 08/2018 05/2021
Starbucks Battle Creek MI 07/2016 08/2018
Home Depot Folsom CA 06/2020 12/2020
Woodbury Financial Services Inc Tulsa OK 10/2022 01/2024
Osaic Wealth, Inc. Tulsa OK 01/2024 09/2024
The Legacy Financial Group, Inc. Tulsa OK 09/2024 09/2025
The Legacy Financial Group, Inc. Tulsa OK 09/2025 Present
  • 01/2021 → 09/2024
    Dp Financial & Tax,
    Tulsa, OK
  • 08/2018 → 05/2021
    Oral Roberts University
    Tulsa, OK
  • 07/2016 → 08/2018
    Starbucks
    Battle Creek, MI
  • 06/2020 → 12/2020
    Home Depot
    Folsom, CA
  • 10/2022 → 01/2024
    Woodbury Financial Services Inc
    Tulsa, OK
  • 01/2024 → 09/2024
    Osaic Wealth, Inc.
    Tulsa, OK
  • 09/2024 → 09/2025
    The Legacy Financial Group, Inc.
    Tulsa, OK
  • 09/2025 → Present
    The Legacy Financial Group, Inc.
    Tulsa, OK
Previous Registrations
  • 2024-01-19 → 2024-09-17
    Osaic Wealth, Inc.
    Tulsa, OK
  • 2023-06-12 → 2024-01-19
    Woodbury Financial Services, Inc.
    Tulsa, OK
Other Businesses

Insurance Licesnsed Life & Accident and Health

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-10
  • S66 Uniform Combined State Law Examination
    2023-06-10
Designations
  • Certified Financial Planner
Other Names
  • Lydia Danielle Davenport

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

More in Tulsa, OK

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