Legacy Advisory Group, LLC Employee Directory

Q: How many employees does Legacy Advisory Group, LLC have currently?

Legacy Advisory Group, LLC has approximately 5 employees.

Financial ServicesOklahoma, United States2-10 Employees

Legacy Advisory Group is a fee-only investment advisory firm specializing in portfolio management and 401k plan advisement.  We believe all relationships, whether business or personal, begin with a foundation of mutual understanding and trust.  To that end, we strive to create an environment that focuses on the individual investor, and their unique set of circumstances.
   We don't claim to have all the answers.  What we do promise is to provide sound investment advice, while creaating a strong relationship and taking phenomenal care of you along the way.  Service is the cornerstone of everything we do, as we strive to create the ultimate client experience.

100% Native American owned

Find Legacy Advisory Group, LLC employees' phone numbers or email addresses

Legacy Advisory Group, LLC Global Highlights

North America
4

United States Of America
4

Legacy Advisory Group, LLC's Leadership

B. R.
General Manager And Senior Vice President
Mobile Phone
Email

Legacy Advisory Group, LLC Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other
Business

Contact profiles from Legacy Advisory Group, LLC

Name

Title

Contact Info

Location

Last Update

B. R.
General Manager And Senior Vice President
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Legacy Advisory Group, LLC known for?

Legacy Advisory Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 321 South Boston Suite 300 Tulsa, Oklahoma 74103 United States. Explore Legacy Advisory Group, LLC's company overview page for more information.

What is Legacy Advisory Group, LLC's most common email format?

Legacy Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisory Group, LLC email formats with LeadIQ.

How many employees does Legacy Advisory Group, LLC have currently?

Legacy Advisory Group, LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Legacy Advisory Group, LLC's key employees and leadership?

As of February 2026, Legacy Advisory Group, LLC's key employees include:

General Manager And Senior Vice President: B. R.

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