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Legacy Financial Designs CRD 314338
$31.0M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9002 Six Pines Drive, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-06-20 |
| TX | RA | APPROVED | 2021-04-28 |
Branch Locations
9002 Six Pines Drive, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hfg Wealth Management, Llc | The Woodlands | TX | 06/2015 | 02/2018 |
| Financial Synergies Wealth Advisors, Inc. | Houston | TX | 05/2018 | 03/2021 |
| Legacy Financial Designs, Llc | Spring | TX | 03/2021 | Present |
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