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5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-26 |
| SC | RA | APPROVED | 2024-12-26 |
| TX | RA | APPROVED_RES | 2024-12-26 |
Branch Locations
5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 05/2012 | Present |
| Legacy Planning Group, Inc | Suwanee | GA | 05/1996 | 01/2018 |
| Legacy Planning Advisors, Llc | Suwanee | GA | 01/2018 | Present |
1. LEGACY PLANNING ADVISORS, LLC (PREVIOUSLY LEGACY PLANNING GROUP, INC [STARTED IN 1994])- INVESTMENT RELATED, 5400 LAUREL SPRINGS PARKWAY, SUITE 101, SUWANEE, GA 30024, REGISTERED INVESTMENT ADVISER, PARTNER, 01/2019, 200 HOURS PER MONTH, DURING TRADING, FINANCIAL PLANNING AND ASSET MANAGEMENT PRIMARILY THROUGH THIRD PARTY MANAGERS. 2. ELDER - NOT INVESTMENT RELATED, 9500 MEDLOCK BRIDGE ROAD DULUTH GA 30097, CHURCH, ELDER AT CHURCH, 1997, 10-20 HOURS/MONTH, 2-4 HOURS DURING TRADING, ELDER. 3. FIXED INSURANCE - INVESTMENT RELATED, 5400 LAUREL SPRINGS PKWY STE 101 SUWANEE GA 30024, FIXED INSURANCE SALES, PARTNER/AGENT, 1990, 5 HOURS/MONTH DURING TRADING, CLIENT MEETINGS, RUN ILLUSTRATIONS AND SERVICE POLICIES - MARKETS THIS SERVICE AS LEGACY PLANNING ADVISORS, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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